Asset Management

Wealth planning assistance for you and your family

We can help you navigate your investment path and monitor your portfolio to keep it on top of market changes.

You have a vision of what you want your future to be, and it's unique to you. Therefore, you need a customized long-term investment strategy that can address your needs specifically and can adapt to any changes. We'll work closely with you to create an asset management blueprint that works for you.

Our professionals will place your investments in an appropriate mix of assets on your behalf, and track those investments through the market’s ups and downs.

Here's how our Asset Management services can help:

  • Our professionals will work with you step by step to help identify your goals and establish a plan to get you were you want to be.
  • Our financial advisors will constantly monitor your portfolio and rapidly make changes in order to adapt to ever-changing market conditions.
  • Our financial advisors are dedicated to helping you achieve your goals.

Diversification and strategic asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future results. Investing always involves risk and you may incur a profit or loss. No investment strategy can guarantee success.

Disclosures

Check the background of this firm on FINRA's BrokerCheck.

Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. View the Raymond James privacy notice.

Middleburg Investment Services is an affiliate of Atlantic Union Bank that offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC. Atlantic Union Bank, Middleburg Financial, and Middleburg Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

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. 

Links are being provided 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. 

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