Thomas Wealth Advisory of Raymond James

SERVICES Retirement Planning Estate & Charitable Planning Investment Management Risk Management Institutional Consulting Services A refined perspective on money management Our team is driven to do what is best for our clients, seeking the highest possible performance for an acceptable level of risk. We strive to do that by offering investors a results-oriented approach to professional money management that employs a variety of investment vehicles and strategies. We also conduct thorough due diligence, research and analysis for every investment we recommend. That in-depth work allows us to offer you guidance that’s proactive instead of reactive and helps us ensure that each selection works with the rest of your portfolio. But we’re not all about the numbers. By providing service that’s personal and responsive, we aim to build a relationship with you for the long term. We work closely with CPAs, attorneys and other professionals to ensure our planning fully aligns with your needs, now and in the future. Our services include building and monitoring custom investment portfolios and retirement and estate planning, as well as charitable giving and more. Invest in yourself. Invest in your future. If you’re like us, you’re a planner. You’re not content with the status quo. You’re striving to make the most of what you have – now and in the future. Whether you’re just starting out, building a business or nearing retirement, you probably have a clear vision of what you want. You may be less sure of how to get there. That’s where we come in. We’ve worked with clients from all backgrounds, and we understand the challenges you face and the values you want to protect. And while each of our clients may be different, there’s one thing you all have in common: The need for a lifelong financial plan designed to help you create the life you want for today, tomorrow and whatever comes next.

Address: 1310 East 96th Street, Suite 200, Indianapolis, IN 46240, USA

Phone: +1 317 506 5088
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