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

The pledged-securities mortgage explained

Savvy investors can leverage their assets to secure a loan using a pledged-securities mortgage. 
Family & Lifestyle

IRS suspends missed RMD penalty for certain inherited IRAs

Some beneficiaries who inherited an IRA in 2020, 2021, 2022 or 2023 will not face withdrawal penalties until 2025.
Retirement & Longevity

Protecting your Social Security payout

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity

Alternative investments: Thinking beyond the traditional asset classes

Discover the reasons investors diversify their portfolio with alternative investments.
Markets & Investing

True fixed income: Are you comparing apples to oranges?

04/22/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

High inflation is never good, but markets have been overreacting

04/19/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Background Rotating Sphere Pattern

Let us be your north star

 

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.

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