MANAGING WEALTH with a focus on your future

Shook 2022 logo.

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.


hol • is • tic (latin: ple • na) – characterized by comprehension of the parts of something as intimately interconnected and explicable only by reference to the whole