Sophisticated wealth management to serve your individual needs

About our move

Our business has always been about personalized wealth management designed to help you pursue your goals – and that will never change. That’s why we’re pleased to announce our affiliation with Raymond James. It enables us to maintain our independence and our objective approach to serving our clients as we see fit.

Sophisticated wealth management to serve your individual needs

The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your wealth, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized wealth management experience tailored to you.

Nurturing wealth so you can live a longer, better life.
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Unique solutions for business owners and entrepreneurs.
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Helping you manage your financial success
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Delivering strategic solutions to support and sustain the mission of your foundation or non-profit
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A pragmatic approach to wealth management
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Scott Greenberg

Scott J.

Greenberg, CFP®, ChFC®, RICP® Chief Strategy Officer, SJG Private Wealth Management Wealth Manager, RJFS
Kelsey Peck

Kelsey Peck

Client Services Director
Becca Nash

Becca

Nash Client Operations Specialist
Always here for you

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 our office for information and availability.


Links to external content or websites, if provided, are for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as SJG Private Wealth Management. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. SJG Private Wealth Management is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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