Uncompromising Commitment

An uncompromising commitment to your values, needs and success at every level is
the foundation of our service. Our pledge to you is to provide the very highest level
of service and commitment - total wealth management.

You can be confident you will find Total Wealth Management provides an uncompromising
commitment to you and your success with:

  • Independent, unbiased advice
  • No proprietary products
  • Absolutely personalized attention and commitment to your needs.

The advisors at Total Wealth Management offer:

Financial Services
  • Retirement Planning 
  • Asset Allocation
  • College Savings 
  • Financial Reviews
  • Business Planning 
  • Estate Planning
  • Socially-Responsible Investing
Investment Products
  • Mutual Funds 
  • Fixed and Variable Annuities
  • Exchange Traded Funds 
  • Separate Managed Accounts
  • Stocks and Bonds 
  • Traditional & Roth IRAs
  • Brokered CDs 
  • Insurance
The entire Total Wealth Management team, supported by our professional and technical staff, and with the transactional support of Raymond James Financial Services, Inc., joins in expressing our appreciation for your consideration and would welcome the opportunity to assist you in any way.

Complete the online form. Visit our Total Wealth Management website for more information and to access your account information.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. TotalBank and Total Wealth Management are independent of RJFS.

Raymond James financial advisors may only conduct business with the 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 our office for information and availability. Privacy Policy.