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Meaningful Perspective on Managing Wealth

The families and individuals our team serves know the meaning of true wealth. They care for the well-being of their family and community, and using their financial resources as a well intended tool for their benefit, and ultimately the world. The trust, gratitude and humility our clients display inspires us daily in our roles as trusted wealth leaders.

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Do you trust your retirement planner enough to get a second opinion?

This is your money. Whether you are nearing retirement or you are already there, you need a retirement specialist who understands how generating cash in retirement is different than just owning a diversified portfolio that grows over time. Our team is designed to navigate the landscape of possible investments and strategies needed to extend your savings and allow your True Wealth Goals to be realized.

This isn't just
about retirement.
It's about YOUR retirement.

GENTIAN
VIDEO LIBRARY

Updates on Markets & Perspective

Retirement in it's truest form is: Having enough money to live on and having enough things to live for. Retirement used to mean, slowing down and stepping away from the contributing aspects of life. At GENTIAN we view retirement differently We help you redefine retirement and embark on this chapter as a period of growth, enjoyment and prosperity.  

These concepts and discussions will challenge your thinking on traditional retirement frameworks providing you with practical applications for rewiring your purpose in retirement. 

Gentian Financial

Gentian Financial

Gentian Financial
Reflecting On the Year, Lifeboat Drills - We Plan For This, Markets, Purpose & Choice!

Reflecting On the Year, Lifeboat Drills - We Plan For This, Markets, Purpose & Choice!

33:10
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Sleep, Stress & Feeling Your Best: Jim Poole, NuCalm - Dec 2024

Sleep, Stress & Feeling Your Best: Jim Poole, NuCalm - Dec 2024

01:16:09
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Markets, Clarity, Save using Tech & Your Retirement 401(k)

Markets, Clarity, Save using Tech & Your Retirement 401(k)

34:06
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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Gentian Financial Inc. Gentian Financial, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services. 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 our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

2024 Forbes America's Top Wealth Management Teams Best-in-State The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-instate/ for more info

© 2024 Raymond James Financial Services, Inc., | 12740 N. River Rd. Mequon, WI 53092 |  member FINRA/SIPC | Legal Disclosures | Privacy Policy Terms of Use

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