Thoughtfully managing your life events

Sometimes, between the milestones on life’s road, we find ourselves at a crossroads. It may be a crossroads we never thought we’d face. It may be a crossroads we thought we’d face in the far distant future. Yet, when they do arrive, they often seem to come out of nowhere. However, no matter which crossroads you may face, our advisors will be there to lend a shoulder of comfort and a calm voice of reason to help you in the decisions that must be made.

  • Loss of a spouse
  • Divorce
  • Aging parents

Above and beyond at Beyond Wealth Advisors

Because of the personal relationships that our advisors build with clients, they are already keenly aware of the dynamics of each family (many relationships are multigenerational – meaning they’ve worked with grandparents, parents, and the children of one family). When crossroads are faced, our advisors have already put in place some of the necessary protocols to help guide families through them. Importantly, our advisors are always here to talk – not necessarily about financial matters, but about things that matter to clients and the concerns they may have on their minds in any given situation. For clients, it’s comforting. For our advisors, it’s one of the most rewarding aspects of their jobs.

Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. are affiliated with Raymond James Bank, N.A., a federally chartered national bank.


Our advisors enjoy investing their skills and experience to help each client work through and overcome life’s challenges.