www.WennlundWealth.comWe seek to help individuals, businesses and institutions reach and sustain financial independence utilizing socially responsible investments**. We take a different approach compared to other advisors by providing our clients a process first before any products. Confidence comes after we sequentially define, understand, implement, and manage your personal and professional goals. We focus on developing wealth strategies that help to mitigate your taxes during both the accumulation and distribution stages of your life, including estate issues, business retirement plans, and insurance. You can reach me at (480) 377-2007, or at james.wennlund@raymondjames.comIf you're an advisor looking for independence with a vibrant, growing firm please feel free to reach out to me confidentially.www.joinrjaarizona.com "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. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm ." Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC"Specialties:Wealth Management | Financial Planning | Employer Retirement Plans | Estate Planning | Retirement Planning | Insurance | Asset Allocation | Mutual Funds | Stocks | Bonds | Stock Options.
Listed skills include Retirement Planning, Wealth Management, Series 7, Asset Allocation, and 13 others.