Bringing you closer to the goals on your horizon

Throughout the ages, journeyers have relied on the North Star in the night sky to navigate their way forward, stay on course and guide them to their destination. It’s a fitting parallel to the journey you’re on today in pursuit of your financial goals.

At North Star Wealth Management of Raymond James, we serve as your trusted financial guide.

Let us provide the planning and guidance you seek and bring clarity to even the most complex matters so you can feel more confident about your future moving forward. We’ll be by your side every step of the way – illuminating the path to your financial goals and all you aspire to achieve.

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Our highly experienced and credentialed team

Patrice Sinclair
Patrice L.J. Sinclair, CFP®, CEP®
Senior Vice President, Wealth Management
Andrew Grabinski
Andrew S. Grabinski, CFP®
Financial Advisor
Nicole Malow
Nicole M. Malow
Senior Client Service Associate
Cynthia Sirard
Cynthia M. Sirard
Client Service Associate

Why work with a CFP®?

A Certified Financial Planner™ professional holds one of the most respected financial credentials and the recognized standard of excellence in personal financial planning.

Exceeding expectations

Experience a welcoming and comforting environment where you actually look forward to meeting with a financial advisor.

Living your legacy

Your legacy is a living reflection of who you are. It’s your story, unfolding in real time, inspired by what makes your life fulfilling.
The future belongs to those who believe in the beauty of their dreams.
Eleanor Roosevelt

Information & insight

When would it be ok to start cutting rates, and by how much?

12/01/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Recapping November’s key market events

12/01/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Why do the wealthy borrow? Sometimes, debt makes sense

Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle

Equities rebound in November, ending a three-month slide

11/30/2023
The S&P 500 recorded eight consecutive days of gains during the month, its longest stretch since 2021.
Markets & Investing

Never stop earning

How your retirement savings can continue working for you.
Retirement & Longevity

Understanding long-term care

Long-term care planning isn’t just about money; it’s about preserving your quality of life.
Family & Lifestyle
Background Rotating Sphere Pattern

Let us be your north star

 

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