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
Client Service Associate
Danielle Wescott
Danielle L. Wescott
Branch Operations Specialist

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 resilience of the U.S. economy: It’s all about employment, and the consumer

05/26/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

What will the Fed’s updated dot plots signal to the market?

05/26/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Identify the connection between net worth and risk tolerance

Understanding your risk profile is an important component of managing significant wealth.
Family & Lifestyle

Lessons from famous female philanthropists

How we can give big – and be smart about it.
Family & Lifestyle

Will a debt ceiling deal be reached in time?

05/24/2023
As the x-date approaches, Washington Policy Analyst Ed Mills looks at what it'll take to get across the finish line.
Economy & Policy

Navigating employer retirement plans

Know the ins and outs when making a career move.
Retirement & Longevity
Background Rotating Sphere Pattern

Let us be your north star

 

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