A personalized approach to managing wealth

Consistent wealth management results come from a written financial plan combined with a high quality, tax-efficient portfolio.

Our philosophy goes beyond the primary objectives of preservation of principal, generation of income and capital appreciation.

While there is no doubt that these are important objectives, our exemplary service and personalized planning provide even more – peace of mind.

We believe in diversification as a sound strategy designed to reduce the inherent risk of investing. As a result, we offer our clients an extensive array of investment alternatives and services.

This website will help you understand the breadth and depth of our offering. Most important, we commit to understanding your complete financial picture and will access all our resources to customize a wealth management solution for you and your family.

We look forward to the opportunity to earn your business and respect.

Sincerely,

Chad Woolsey, B.Comm., CFP®, CIM, FCSI
Senior Financial Advisor
Raymond James Ltd

Get to know Our Team

Chad Woolsey Bio Image
Chad Woolsey, B.Comm., CFP®, CIM, FCSI
Senior Financial Advisor
Mike Reimer Bio Image
Mike Reimer, B.Comm., CFP®, CIM®
Associate Financial Advisor
Terry McBride Bio Image
Terry McBride, B.Comm., EPC, DFA, MFA-P, CEA, CLU®, CFP®
Tax & Estate Planning
Tammie Atchison Bio Image
Tammie Atchison, CEA
Senior Financial Advisor Assistant

Information & insight

Insights and Strategies

12/01/2023
As we enter the final month of 2023, it seems that the recessions that we have been waiting for might finally arrive.
Markets & Investing

Mastering Financial Management

11/24/2023
Managing your finances is crucial in today's economic landscape for everyone seeking to achieve financial stability.
Life Events, Lifestyle & Technology

Advance Care Planning

11/23/2023
Listen to our podcast with Neela White.
Retirement & Estate Planning

How to Protect Yourself from Phone, Voicemail, and Text Scams

11/21/2023
Raymond James uses the latest technology safeguards 24 hours a day, 365 days a year.
Life Events, Lifestyle & Technology

Update from Fixed Income Trading Desk

11/17/2023
Listen to our podcast with Harvey Libby.
Markets & Investing

Assessing Your Debt

11/15/2023
Debt is something that we all have to deal with at some point in our lives.
Life Events, Lifestyle & Technology
Background Rotating Sphere Pattern

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.

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

 

Longevity Planning

 

Education Planning

 

Portfolio Management

 

Financial Planning

 

Retirement Planning

 
The gratification of wealth is not found in mere possession or in lavish expenditure, but in its wise application.
Miguel de Cervantes