Personalized planning for your financial goals
As a client of Ely & Associates Wealth Management of Raymond James, your portfolios, as well as your financial and estate plans, are tailored to your unique circumstances and goals. Your input is central to this process and allows us to ensure the plan we create fits your needs. At Raymond James Ltd., we are not pressured to sell any particular investment products; our recommendations are based entirely on the information we gather from you and our independent research.
We build customized portfolios for our clients that start from our model portfolio and are adjusted to match our client's goals, risk tolerance, and personal beliefs.
We offer fee-based services which best align our client's interest with ours and help avoid conflicts of interest. It is our personal mission to give our clients a sense of confidence regarding their financial future by offering a detailed, step-by-step process to establish their financial action plan, and provide continued support and guidance.
We hope you find our website useful and easy to navigate. Here, you will find information about what we do, who we are, and other resources such as market commentaries, announcements, stock quotes, and much more. Please explore this site, and if there is anything you would like to see here, let us know.
Ely & Associates Wealth Management
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.
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.
We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.