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What are your needs, your dreams, your goals for the future? We listen and we partner with you and your advisors.

Traditionally, wealth management concentrates on investments, financial planning, and trusts. This approach can ignore the issues that contribute to the disappearance of family wealth or loss of a  business that supports employees, families, and communities.

We deploy leading-edge wealth impact strategies designed to help you bring about a smooth transfer of holdings and uninterrupted continuity of your legacy and business interests.  


Josh Waymire
  • Josh Waymire
  • Colorado
  • Wealth Services - Raymond James Advisor
  • 719.577.4175
Bill Callis
  • Bill Callis
  • Oklahoma
  • Wealth Services - Raymond James Advisor
  • 405.241.0895

Please note: Raymond James is an independent organization. Investment products offered through Raymond James are NOT deposits: are NOT insured by the FDIC or any other agency: are NOT guaranteed by Kirkpatrick Bank: and ARE subject to risk, including loss of principal.


Articles of Interest

 

How Family Offices Are Investing Directly in Businesses

There's a potential new investor for business owners seeking to get to the next level.

READ THE FULL ARTICLE

 

Your business deserves an estate plan

Drafting a succession plan now can help your business stand the test of time.

READ THE FULL ARTICLE

Risk management demystified

Find the right mix of insurance coverage to live with confidence.

READ THE FULL ARTICLE

Leaving the vacation home to family

Tap into available strategies to ensure a smooth transition for those you love.

READ THE FULL ARTICLE

Combat compassion fatigue

Caregiver burnout affects millions. Here’s how to fight it.

READ THE FULL ARTICLE

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