We take the time to get to know your values and long-term goals, carefully crafting plans that support the future you’re working toward.
As a focused and experienced group, we provide the resources and expertise of a large team, with the consideration and service typically found at a small boutique. We develop strategies with an emphasis on minimizing risk and helping to enhance long-term success, fortified by thorough, objective investment research and selection.
During this 15-minute introductory phone call, we'll explain who we are and what we do for our clients. We'll make sure your unique situation matches our expertise. If we seem to be a good fit, then we can move on to STEP 2. If not, we can try to send you on your way armed with information or guidance that can help you. To book the 15 min call, view the calendar to right and find a time that works for you.
The goal of this 60-minute meeting is to get to know you and get clear on your financial goals, needs & concerns. There is no cost for this meeting. However, to make this meeting as productive as possible, we require a confidential financial questionnaire to be filled out and sent to us prior to the meeting. At the conclusion of this meeting, we will ask if you would like us to put together a “Roadmap to Financial Clarity” for you. This is a customized plan to assist you in accomplishing your goals. This meeting is a “no pressure” meeting. In fact, if you prefer to go home and think about it, that is 100% ok with us. Click the link below to print out the Financial Questionnaire
If you want to take a day or a week to process what we discussed and formulate more questions, that is absolutely fine. We want to help you make an informed decision and not feel any pressure. Deciding to work together is a 2-way street.
Once you are comfortable with the idea of working with us, we as a collective team will develop your “Roadmap to Financial Clarity”. Click on the link below to view the framework for what our step-by-step process looks like. This is a step-by-step plan that leverages our decades of experience, without you needing to be present, to lay out what the next steps need to be. This is a clear and easy-to-follow process. Getting to know your tolerance for risk helps us customize a step-by-step plan. Click on the link below to fill out the questionnaire
Here is where we get to work implementing all the steps we recommended above. A lot of this can be completed electronically or in person whichever is more convenient. It normally involves helping you set up the necessary accounts, move your investments under our care, review your investments that can’t move to us and offering guidance on them, discussing your insurance coverage, reviewing your budget, taxes, assets and liabilities and the list goes on. In some situations, more complex financial situations may take longer.
My goals are simple. Figure out where you are at, what you would like to accomplish, put together a plan to help get you get there, and then monitor our progress.
It is said that people fear what they don’t understand. I strive to explain our plan and the investments we own in such a way that brings you confidence during periods of economic highs and also when the “seas get choppy”. Our clients have the information to stay at ease through all seasons of life.
8:30 AM – 5:00 PM
Monday – Friday
Check the background of your financial professional on FINRA’s BrokerCheck.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Constellation Wealth Services is not a registered broker dealer and is independent of Raymond James Financial Services.
† The 2023 AdvisorHub 200 Fast Growing Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022 and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 200 advisors received the award. This ranking is not based in any way on the individual’s abilities regarding providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
FINRA · SIPC · Privacy Policy · Legal Policy
