Wilmarth Private Wealth Management of Raymond James - Melbourne (FL)

5 /5 Steven Heuser: For the past 10 years, the team at Wilmarth Private Wealth Management, particularly Steve, Victoria, and Cole, has been an invaluable partner in our financial journey. Their holistic approach, which extends beyond investment management to encompass risk management, estate planning, and comprehensive financial planning, has provided us with unparalleled peace of mind. Their guidance has played a significant role in achieving our financial goals. For example, their strategic investment advice has helped us grow our retirement savings by 70%, exceeding our initial projections. This has not only increased our financial security but also reduced our overall financial stress allowing us to retire earlier than anticipated. We particularly appreciate the personalized attention we receive. Their expertise in long-term care insurance was instrumental in helping us make informed decisions about our future healthcare needs, alleviating a significant source of anxiety. Additionally, I regularly ask for and receive real-time advice on major spending decisions such as home improvement and car purchasing helping ease the worry of these choices. Furthermore, Wilmarths proactive approach to financial planning has allowed us to anticipate and address potential challenges before they arise. Their ability to navigate complex financial landscapes, such as tax optimization and estate planning, has been invaluable. We highly recommend Wilmarth Private Wealth Management to anyone seeking a trusted and experienced financial partner. Their commitment to client success, coupled with their personalized approach and comprehensive financial expertise, makes them an exceptional choice for individuals and families at every stage of life.

5 /5 Alene Heuser: We have been working with Wilmarth PWM for years and with their guidance were able to retire earlier than originally expected with a very high confidence level. They provide more than just investment management, they are advisors to our entire family, and encourage us to call them to discuss situations such as buying a car, or furniture, and the various options for payment. They have met with our children and advised them when first getting out on their own to help them plan budgets and saving for retirement early. They host fun events for clients and are involved in giving back to the community in various ways. I highly recommend this branch - it comes with all the benefits and resources of Raymond James, but with an exceptional personal touch and emphasis on customer service, which is rare to find in businesses these days.

5 /5 Rhonda Stack: Steve, Victoria, Cole and their entire staff are the most helpful, intelligent and are extremely considerate in managing our financial present and future goals. We cannot say thank you enough to Wilmarth Private Wealth Management in guiding us in reaching our financial goals and giving us peace of mind!!

5 /5 Susan R.: Our family has worked with Wilmarth Private Wealth Management group for years. They are an incredibly informed, proactive and capable group. The team truly cares about their clients, helping set up plans and goals without making me feel pressured. I have found their help to be invaluable in the decisions that I’ve had to make recently and I feel thankful and blessed to have such a professional group in which I can trust. I highly recommend them.

5 /5 Aimara Cedeno: The Wilmarth Group cares about the families they serve. Working with Cole is always a pleasure, he gives 100% commitment, knowledge, integrity and advice. Makes himself available to provide guidance and delivers quality advice. Most importantly he listens and is willing to take the necessary time to explain things in a way that I understand and make sense for my family’s needs. I trust this group implicitly and would recommend to anyone seeking their services.