Services
Comprehensive Financial Services Tailored to Your Goals
Whether you're just starting your financial journey or managing complex wealth, our services adapt to meet you where you are. We handle the details so you can focus on what matters most.
Personal Wealth Management
Build and preserve your financial future with strategies designed specifically for your goals. We provide clear guidance on:
- Asset Protection: Safeguard your wealth through diversification and risk management strategies
- Tax Efficiency: Optimize your tax position through strategic planning and investment choices
- Risk Management: Balance growth opportunities with protective measures to help secure your financial future
- Wealth & Investment Strategy: Create a personalized roadmap for growing and preserving your wealth over time, no matter what stage of your life you are in
Business Solutions
Keep your business thriving while planning for its future. Our comprehensive approach includes:
- Business Retirement Plans: Design and implement retirement strategies to benefit both you and your employees
- Succession Planning: Ensure your business legacy with strategic transition planning
- Key Person Income Protection: Safeguard your business against unexpected losses
- Cash Management Strategies: Maintain healthy business operations while maximizing growth opportunities
Group Retirement Plans
Help your employees build their future while strengthening your business. We offer:
- SIMPLE Retirement Plans: Cost-effective retirement strategies for small businesses
- 401(k) Plan Strategies: Customized plans that attract and retain valuable team members
- Simplified Employee Pension (SEP) Plans: Flexible retirement strategies for self-employed individuals and small business owners
- TPA Partnerships: Professional administration and compliance support
Charitable Gifting & Trust Services
Create a lasting impact for future generations while optimizing your giving strategy:
- Donor Advised Funds (DAF): Strategic charitable giving designed to maximize tax benefits and aligns with your values
- Trust Transfers: Facilitate smooth and efficient transfer of assets
- Estate Planning: Preserve and optimize your legacy for generations to come
- Legacy Planning: Ensure your wishes for future generations are fulfilled
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Past performance is not a guarantee of future results. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Donors are urged to consult their attorneys, accoutnants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes. To learn more about the potential risks and benefits of Donor Advised Funds, please contact us.
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Guy Hawkins
President of Sales
Partner With a Team That Puts You First
Stop wondering if you're making the right financial moves. Get the guidance you deserve.
A trusted partner for your entire family.
Stop wondering if you're making the right financial moves. Get the guidance you deserve.
Mon - Thurs 8AM - 4:30PM
Fri 8AM - 3PM
Appointments available outside of office hours by request.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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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.
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 of the collection or use of information regarding any website's users and/or members. Testimonials may no longer be applicable or from current clients. No compensation was paid in exchange for testimonials, they were not solicited by the advisor and clients consented to use of this testimonial in the advisor’s advertisements. These testimonials are not representative of all client’s experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.
Securities offered through Raymond James Financial Service, Inc., member FINRA/SIPC, marketed as JP Schulte Wealth Advisors. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. JP Schulte Wealth Advisors is separately owned and operated and not independently registered as a broker-dealer or investment adviser.