The Future at Your Fingertips

A family owned, local financial planning and wealth management firm backed by Raymond James Ltd., an international financial services company. We develop personalized plans and strategies to help our clients achieve total financial peace of mind.

Our team has specialists in the areas of divorce planning, cross-border planning, business strategies as well as retirement planning.

At M.Y. Private Wealth you will always talk to someone you know, have a relationship with our entire team and never get a 1-800 number.