Addition Financial Wealth Management
Our Wealth Advisors understand there is no substitute for trust.
Providing Trust and Investment Services for Families and Individuals
Do you trust your financial plan? Are you comfortable calling your current financial advisor with questions? The Addition Financial Wealth Management team is ready to help you create a Life Well Planned. With offices throughout the North and Central Florida, we offer the financial capabilities of Raymond James and the reliability of being local. If you’re not comfortable talking with your financial advisor, or if you just need a second opinion about your financial well-being, give us a call. We are here for you.
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What We Do
Make the right money moves for your future!
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
No matter what stage of life you’re in, we can help you pursue independence, freedom and the things that matter most to you. Your journey begins now. Let us help get you on your way.
As your trusted partner, we help you pursue your goals by constructing, managing and reviewing a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.
Using a wealth of resources, we gain insight into the risk and return characteristics of your investment options. The portfolio strategies we pursue are modeled on those used by elite institutions to help us select a mix of asset classes that closely matches your individual preferences and appetite for risk. This approach weighs several factors – your goals, time horizon and tax implications – to create a stronger portfolio tailored to you.
Disclosure: There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.
No matter where a business stands in its lifecycle, our results-driven Raymond James Investment Banking team stands ready to help you move it forward – with deep industry expertise driven by senior bankers. Behind our full-service investment banking capabilities are hundreds of specialized professionals in strategically located offices throughout the U.S., Canada and Europe within nine growth-oriented industry practices to serve you.
In addition to introducing you to experienced industry bankers and advisory and capital markets services, we can connect you to the specific support and resources you need for continued success. Contact your financial advisor to get started. Your financial advisor can quarterback the entire process to maximize efficiency, minimize management distractions and deliver independent advice that is aligned with your objectives.
As your dedicated financial guide, we work with you to select an investment strategy for you based on your unique goals and needs using managed portfolios offered on Raymond James' Asset Management Services platform that provide a systematic process to managing risk and return - backed by sophisticated research and due diligence. Additionally, if deemed appropriate and in our client's best interest, we also provide commissioned brokerage services.
Disclosure: Managed accounts are charged Advisory Fees in addition to internal fees of investment company products, and should be evaluated when determining the costs of a fee-based account. A list of additional considerations, as well as the fee schedule is available in the firms Form ADV (Part 2A) as well as the client agreement. Please ask your Advisor to provide.
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to build your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are properly invested. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright and confident future.
Our disciplined planning process accounts for your short- and long-term goals, your tolerance for risk and your stage of life, while also keeping a watchful eye on today’s complex domestic and global markets. In our experience, that’s the best way to customize a comprehensive, diversified portfolio that is flexible enough to meet your needs now and in the years to come.
Disclosure: There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.
You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.
During this significant emotional and financial event, it’s imperative to have someone by your side carefully reviewing the deal and keeping your best interests in mind as you cede control of something you’ve tended to for years. You’ll also need to factor in how the proceeds will fit into your overall financial and retirement income plan – in the most tax-efficient way possible.
We can work with you to help enhance the value of your business, create a succession plan designed to maximize its financial potential, and address the details essential to all parties concerned. Alongside other professionals such as your tax professional and attorney, we work to develop a comprehensive picture – legal, structural, operational and financial – of your business. Together, we ensure your interests are well represented as you transition out of your business and move on to the next stage of your life.
Disclosure: Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Raymond James and its advisors do not provide business valuation services.
About Raymond James
Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd., have more than 8,900 financial advisors managing approximately $1.77 trillion in total client assets.*
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.
* RJF stats as of 12/31/2025
Raymond James Privacy Notice
Raymond James Legal Disclosures (including Form CRS)
Links to external content or websites, if provided, are for informational 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 Addition Financial Wealth Management and are not insured by any credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Addition Financial and the Addition Financial Wealth Management are separately owned and operated and not independently registered as broker-dealers or investment advisers.
Location: 1000 Primera Blvd., Lake Mary, FL 32746
Phone: 800-771-9411
Check the background of this investment professional on FINRA's BrokerCheck »
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