Kairos Wealth Advisors of Raymond James

Kairos Wealth Advisors of Raymond James Helping to bring clarity and balance to successful families through comprehensive wealth planning.

Realizing the future you envision – whether it includes retiring comfortably, traveling freely or providing for the education of a family member – requires more than following a series of static steps on a checklist. To achieve your long-term objectives, each element of your life – personal, professional and financial – needs to align at just the right interval, and a change to any of these elemen

ts inevitably leads to shifts in others. While the complex nature of life makes it impossible to predict exactly what is yet to come, having a plan designed around your unique circumstances, needs and goals can help counter uncertainty with flexibility – providing you with the opportunity to move toward the future you envision with a sense of balance and clarity. 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. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Today, our team celebrates 15 years with Raymond James!  When we joined in 2009, Tash Elwyn and Greg Kessler were instru...
06/26/2024

Today, our team celebrates 15 years with Raymond James! When we joined in 2009, Tash Elwyn and Greg Kessler were instrumental in making our move a success for our clients and our team.

Since then, Tash and Greg have become President/CEO and Chief Admin Officer of Raymond James & Associates. When I replied to Tash's automated Anniversary email this morning, both Tash and Greg replied within 15 minutes.

Our team is grateful to be part of a firm that values people even more than profits, and is led by those who are never too busy to say thank you.

05/02/2024
CIO Larry Adam and other key Raymond James strategists offer investor guidance in the face of escalating Russia/Ukraine ...
02/25/2022

CIO Larry Adam and other key Raymond James strategists offer investor guidance in the face of escalating Russia/Ukraine tensions. Listen here:

www.raymondjames.com

How does one express gratitude on Thanksgiving?1. Volunteer to help make the holiday brighter for someone less fortunate...
11/25/2021

How does one express gratitude on Thanksgiving?

1. Volunteer to help make the holiday brighter for someone less fortunate.

2. Extend an invitation to someone who would welcome the company.

3. Make an extra meal to share this Thanksgiving season.

4. Make a donation.

5. Visit a nursing home or hospital.

6. Help guests express their thankfulness

7. Share your favorite memories

8. Take all of the gratitude, and find a way to make a difference

Our offices will be closed on Thursday, November 25, 2021.

Happy Thanksgiving!

1 Million dollars on the line, what would you select?
11/23/2021

1 Million dollars on the line, what would you select?

Remember to take a moment today to thank someone who served. Happy Veterans Day.
11/11/2021

Remember to take a moment today to thank someone who served. Happy Veterans Day.

Breast Cancer Awareness Is Not Just a Month. Fighting Breast Cancer Takes Everyone. Every Ribbon Makes A Difference. Awa...
10/28/2021

Breast Cancer Awareness Is Not Just a Month.

Fighting Breast Cancer Takes Everyone. Every Ribbon Makes A Difference. Awareness Is Power.

Kairos Wealth Advisors of Raymond James is a proud supporter of Carroll Hospital Foundation's Pink Fling which supports Carroll Hospital's Center for Breast Health.

Today, we wore pink in recognition of all of the many warriors out there who have shown that real strength comes from within.

For more ways to get involved, please click the link below.

https://www.raymondjamesconnect.com/aiO-Np

Creating a special needs trust can help an individual with a disability benefit from the trust's assets without jeopardi...
10/16/2021

Creating a special needs trust can help an individual with a disability benefit from the trust's assets without jeopardizing their eligibility for government assistance programs. See our tips for implementing this important strategy:

www.raymondjames.com

See how much money you'll have to invest to save $500,000 for retirement, broken down by age:
10/09/2021

See how much money you'll have to invest to save $500,000 for retirement, broken down by age:

www.cnbc.com

One of the biggest mistakes made by philanthropic donors relates to taxes and the standard deduction. Here's a strategy ...
10/02/2021

One of the biggest mistakes made by philanthropic donors relates to taxes and the standard deduction. Here's a strategy from Forbes that may help maximize your charitable impact.

www.forbes.com

Family dynamics can add an emotional layer of complexity to estate planning, and your   will need to make decisions with...
09/29/2021

Family dynamics can add an emotional layer of complexity to estate planning, and your will need to make decisions without exhibiting bias or bending to external influence

Selecting a trustee deserves thoughtful consideration. When choosing this important role, you may want to consider the "three T's" – time, temperament and tenure.

www.raymondjames.com

Address

12 Locust Lane
Westminster, MD
21157

Opening Hours

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

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