Truly integrated wealth management
The complexities that come with significant wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments. Working closely with a wealth manager experienced in serving distinctive individuals, families and businesses enables you to spend your time where it matters most.
We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you.
As your financial stewards, we coordinate with your other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to serving you.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
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Understand
We’ll build an understanding of what’s important to you and why – and where you want to go in life. Essentially, your goals become ours, and inspire us to help you get there.
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Design
We’ll carefully consider the knowledge we’ve gained by learning about you to design your plan, then present it to you and answer any questions you may have.
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Implement
Once we know you’re comfortable with your plan and understand how it works, we’ll implement it, select the specific investments and handle all the paperwork.
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Manage
We’ll look out for you by reviewing the progress of your plan to make sure it stays on track, and suggest any changes where needed.
Important individual bond product points
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Market moves back to focusing on the fundamentals
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Outlining market lessons learned as summer starts
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Complex, significant wealth warrants elevated support
- North Scottsdale, Jared M. Maroon, AAMS®, Leonard Hall III, Bryan R. Noonan: 8360 E Raintree Dr, Suite 201 Scottsdale, AZ 85260
- T: 480.569.7881
- F: 480.569.7782
- Map & Directions
- Map & Directions
- Central Scottsdale, Paul H. Evans, AAMS®: 9237 E Via de Ventura, Suite 130 Scottsdale, AZ 85258
- T: 480.887.4779
- F: 480.887.4768
- Map & Directions
- Map & Directions
- Fountain Hills, Michael J. Maroon, AAMS®: 17100 E Shea Blvd, Suite 100 Fountain Hills, AZ 85268
- T: 480.867.6696
- F: 480.867.6693
- Map & Directions
- Map & Directions
- Phoenix, Tron J. Brinkmann, AAMS® & Dylan Brinkmann : 2222 W Pinnacle Peak Rd, Suite 160 Phoenix, AZ 85027
- T: 623.259.1273
- F: 623.259.1274
- Map & Directions
- Map & Directions
- Medford, Don Prescott, CFP®, AAMS®, Tennelle Nickel, Marc Cooper, AIF® & Carly Johnson: 4451 Brownridge Terrace Medford, OR 97504
- T: 541.227.2947
- F: 541.227.2974
- Map & Directions
- Map & Directions
- Ashland, Todd Montgomery, AAMS®, CRPC®: 542 Washington Street, Suite 104 Ashland, OR 97520
- T: 541.201.8988
- F: 541.201.3063
- Map & Directions
- Map & Directions
- Fountain Hills, Don Prescott, CFP®, AAMS® & Tennelle Nickel: 16810 E El Pueblo Blvd, Suite 101 Fountain Hills, AZ 85268
- T: 480.656.5553
- F: 541.227.2974
- Map & Directions
- Map & Directions
- Tucson, Ali Rustempasic AAMS®, Yamen Fellah, Wyatt McRae: 3561 E Sunrise Dr Suite 105 Tucson, AZ 85718
- T: 520.524.6111
- Map & Directions
- Map & Directions
- Ed Felan: 4451 Brownridge Terrace Medford, OR 97504
- T: 541.227.2947
- Map & Directions
- Map & Directions
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. SilverTree Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
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