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

Stay focused on the long game

03/31/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

The case for high(er) for longer is still intact

03/31/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Weekly market guide

03/31/2023
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

Parental leave policies leave parents wanting more

Paid leave for new parents hasn’t changed much in 30 years – but parents’ needs have.
Family & Lifestyle

Strategies for keeping your beloved home within the family

Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving

Spend your retirement thriving

How to make your retirement rewarding and meaningful.
Retirement & Longevity
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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