Palm Avenue Wealth Advisory Group

Palm Avenue Wealth Advisory Group Palm Avenue Wealth Advisory Group of Raymond James provides personalized financial planning based on our clients’ goals, time frame, and risk tolerance.

Every career tells a different story, but they all reflect dedication, perseverance, and purpose.This Labor Day, we cele...
09/07/2026

Every career tells a different story, but they all reflect dedication, perseverance, and purpose.

This Labor Day, we celebrate the hard work behind those stories and wish you a weekend filled with rest, family, and time to enjoy what you've built.

One of the things we've noticed is that retirement doesn't always unfold the way people expect.Many prepare financially....
09/04/2026

One of the things we've noticed is that retirement doesn't always unfold the way people expect.

Many prepare financially. Far fewer prepare for the change in identity that comes from no longer being the person everyone turns to at work.

The meetings stop. The phone gets quieter. The routine changes.

What doesn't change is everything you've learned along the way.

Your experience didn't retire when you did.

Someone could benefit from the lessons you've spent decades earning. Whether it's mentoring a young professional, serving your community, or helping a nonprofit, your next chapter can be just as meaningful as the one that came before.

As summer comes to an end, several forces are shaping the conversation around the markets and economy. Raymond James Chi...
09/04/2026

As summer comes to an end, several forces are shaping the conversation around the markets and economy. Raymond James Chief Investment Officer Larry Adam explores the trends worth watching and the factors that could influence the path ahead.

raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
09/04/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

The S&P 500 has largely consolidated over the past several weeks, following its sharp breakout to new all-time highs in ...
09/03/2026

The S&P 500 has largely consolidated over the past several weeks, following its sharp breakout to new all-time highs in early August.

Read more in the Weekly Market Guide.

amazonaws.com

No two financial situations are exactly alike. But after years of helping people manage their money, we've learned the e...
09/02/2026

No two financial situations are exactly alike. But after years of helping people manage their money, we've learned the emotions around money are remarkably similar.

The fear of making the wrong decision. The responsibility of providing for family. The uncertainty that comes with change.

Those emotions are real, and they can shape the decisions we make.

Sometimes the greatest value of an advisor is having someone who can help you talk through what's really driving the decision and help bring clarity to the uncertainty.

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, t...
08/31/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

raymondjames.com

For many executives, success can become concentrated in one place. The same company may provide your income, bonus, equi...
08/31/2026

For many executives, success can become concentrated in one place. The same company may provide your income, bonus, equity compensation, and a significant portion of your future wealth.

That's not necessarily a problem, but it is something worth paying attention to.

We've found that some of the most productive planning conversations begin with a simple question: How much of my financial future depends on a single outcome?

As careers progress and equity compensation grows, it's important to periodically step back and evaluate how different pieces of your financial life fit together.

Market volatility has remained subdued this summer, but history suggests the calm may not last. Raymond James Chief Inve...
08/28/2026

Market volatility has remained subdued this summer, but history suggests the calm may not last. Raymond James Chief Investment Officer Larry Adam shares five key catalysts that could challenge the market's recent complacency in the weeks and months ahead.

raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
08/28/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

Address

2 N Tamiami Trl, Suite 804
Sarasota, FL
34236

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

Telephone

+19413668600

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