Trusted advice. Personal commitment. Client-centered strategies

EXPERT FINANCIAL ADVICE YOU CAN TRUST

Whether you’re aiming to grow your wealth for the future or safeguard your capital today, you need trusted, professional advice to protect your financial well-being. Brad Stangeland and his team of specialists with Raymond James Ltd. excel in crafting personalized action plans to meet your investment goals. We take the time to understand your unique situation so we can tailor our approach to suit your needs.

We recognize the hard work you’ve put in, and when the time comes, you deserve to enjoy the freedoms you’ve earned. You’re an expert in your field, and we’re experts in ours. We offer an array of personalized services, total wealth solutions and expert advice that can help make a positive difference in the pursuit of your financial goals. Whether you’re currently in retirement, preparing for the next chapter in your life, or just starting out - our team will build a financial plan that addresses your individual needs and financial goals.

Are you Retirement Ready?

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

Who We Work With

Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

Businesses & Corporations

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

Professionals

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

I am not afraid of storms for I am learning how to sail my ship.

Louisa May Alcott

Information & insight

Fast takes on market trends.

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Markets & Investing

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The dual benefits of insurance.

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