An elevated advisory experience

Delphi Private Wealth Management is an independent financial advisory group with Raymond James Ltd. We provide wealth management solutions and outstanding service to affluent individuals and families. Our goal is to forge a long-term relationship with you and your family based on mutual trust, integrity, professionalism, and respect.

Our conservative style and emphasis on wealth management appeals especially to high net worth families, small business owners, and professionals who are primarily concerned with protecting their wealth, earning income from it, growing it over time, and transferring their wealth to succeeding generations tax-effectively.

Contact us for a complimentary consultation and partner with us to achieve financial peace of mind.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Investment Strategies

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Education Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Portfolio Management

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Sustainable Investing

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Get to know Our Team

Rick Hopkins
Richard L. Hopkins
Financial Advisor
Alex Fairhurst
Alex Fairhurst, PFP
Financial Advisor
Terry Ferguson
Terry Ferguson, BA Econ, CFP®
Branch Manager Wealth Manager
Johanne Plamondon
Johanne Plamondon, CFP®, FCSI®, CIM®
Financial Advisor
Jennifer Jamieson
Jennifer Jamieson, BA
Associate Financial Advisor

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.

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.
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

Information & insight

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
Niches

Business Owners

06/10/2018
Unique solutions for business owners and entrepreneurs.
Niches

Corporate Executives

06/08/2018
Helping you manage your financial success
Niches

Sudden Wealth

06/08/2018
Confidently manage your new assets with the guidance of our experience...
Niches

Healthcare Professionals

06/08/2018
Helping physicians address their unique needs
Niches
Background Rotating Sphere Pattern