MANAGING WEALTH with a focus on your future
Your goals and passions are personal, and the complexities you face are anything but commonplace. You deserve comprehensive wealth management strategies to support you in making your distinct vision a reality. That’s what you’ll discover at Plena Wealth Advisors of Raymond James Ltd. Our experienced team strives to view your needs from your perspective, taking a problem-solving approach to addressing all facets of your financial life. Whether you seek holistic wealth planning or cross-border investment services, we can provide clarity for the path ahead.
Experienced counsel Tailored to your life.
In pursuit of your financial well-being, we integrate many disciplines and consider many angles. As your wealth planning team for life, we will collaborate with you and your other professional advisors in building personalized strategies designed around your objectives.Meet the team
Step by step, we’ll bring together all the fine details of your life into one holistic wealth plan.