Lum Wealth Management of Raymond James

Lum Wealth Management of Raymond James PROACTIVE WEALTH MANAGEMENT As professional advisors, we can offer you personalized, comprehensive financial planning, not a generic investment program.

Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. Our approach is based upon "management by objectives" assisting clients to set and quantify short and long term life objectives, formulating an achievable plan, and implementing the plan. Our philosophy for investing is straightforward: we focus on becoming your partner in building the future y

ou desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.

“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 your local Raymond James office for information and availability.”
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
Please follow this link to additional disclosures:
http://raymondjames.com/smrja.htm

US stocks finished higher for the month after a busy start, and the economy remains cool but resilient. Read the details...
02/02/2026

US stocks finished higher for the month after a busy start, and the economy remains cool but resilient. Read the details in the January market recap:

raymondjames.com

Senior Strategist Doug Drabik draws a comparison between Groundhog Day and investing. Punxsutawney Phil has been officia...
02/02/2026

Senior Strategist Doug Drabik draws a comparison between Groundhog Day and investing. Punxsutawney Phil has been officially prognosticating the weather since 1887. How nice it would be to have a "Washington Wally" to be the Seer of Seers for financial prognostication. Fortunately for us, fixed income portfolio allocations are more about strategic planning than prediction. We are in a healthy financial environment that lends itself to fixed-income opportunities.

raymondjames.com

Equity futures point to a lower opening this morning after the major averages finished lower on Friday and mostly lower ...
02/02/2026

Equity futures point to a lower opening this morning after the major averages finished lower on Friday and mostly lower for the week.

Read more in the Morning Brew.

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With a partial government shutdown underway, markets are watching this week's Treasury refunding announcement for signal...
02/02/2026

With a partial government shutdown underway, markets are watching this week's Treasury refunding announcement for signals on future borrowing plans. CIO Larry Adam provides insight in today's Up & Adam.

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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...
01/30/2026

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.

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Several factors are influencing market sentiment. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam ...
01/30/2026

Several factors are influencing market sentiment. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam provides perspective on "Sell America," tech underperformance and more:

raymondjames.com

Outgoing Federal Reserve Chair Jerome Powell's defended the independence of the institution in comments this week. Raymo...
01/30/2026

Outgoing Federal Reserve Chair Jerome Powell's defended the independence of the institution in comments this week. Raymond James Chief Economist Eugenio Alemán explains the importance in the latest Weekly Economics:

raymondjames.com

Equity futures point to a lower opening this morning after stocks finished mostly lower yesterday in reaction to a slate...
01/30/2026

Equity futures point to a lower opening this morning after stocks finished mostly lower yesterday in reaction to a slate of mega-cap earnings.

Read more in the Morning Brew.

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With Kevin Warsh named as President Trump's nominee for Fed chair, investors weigh his past Fed criticism against his re...
01/30/2026

With Kevin Warsh named as President Trump's nominee for Fed chair, investors weigh his past Fed criticism against his recent support for rate cuts. Markets saw a firmer dollar and a steeper yield curve. CIO Larry Adam provides insight in Up & Adam.

raymondjames.com

Equity futures point to a modestly higher opening this morning following a flattish showing yesterday that saw stocks la...
01/29/2026

Equity futures point to a modestly higher opening this morning following a flattish showing yesterday that saw stocks largely drift sideways ahead of key mega-cap tech earnings.

Read more in the Morning Brew.

amazonaws.com

Market leadership has shifted meaningfully since October. Rather than investors exiting equities, the narrative has evol...
01/29/2026

Market leadership has shifted meaningfully since October. Rather than investors exiting equities, the narrative has evolved into a rotation: market breadth has been improving as former laggards have shown renewed strength.

Read in the Weekly Market Guide.

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The Fed held rates steady, signaling confidence in moderating inflation and a cooling labor market. Markets continue to ...
01/29/2026

The Fed held rates steady, signaling confidence in moderating inflation and a cooling labor market. Markets continue to expect two cuts this year even as policymakers advocate patience. CIO Larry Adam shares insight in Up & Adam.

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Address

309 S. E. Osceola Street, Suite 300
Stuart, FL
34994

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17722233570

Website

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