Comprehensive guidance to support your needs

We provide a comprehensive suite of financial services designed to address every aspect of our clients’ financial lives. Our services are tailored to align with each client's specific needs, goals, and concerns, ensuring they remain at the center of every strategy we implement.

Consider the benefits of an uncomplicated, tax-savvy way to give back.
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Business Ownership
Learn about using 529 plans for more than just college savings.
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Family & Lifestyle
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Time in the market is far more powerful than trying to time it.
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Markets & Investing
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
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Business Ownership
How to determine if this retirement vehicle makes sense for you.
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Business Ownership
The S&P 500 and NASDAQ closed the month with new all-time high marks.
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Markets & Investing
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Raymond James Chief Investment Officer Larry Adam offers insight into his team's latest quarterly outlook.
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Markets & Investing

For high-net-worth clients, private placement life insurance and private placement variable annuities marry tax advantages with investment flexibility.

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Markets & Investing

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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.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Concentric Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

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