Our Services

Your goals are our top priority. We believe your uniqueness demands customized innovative solutions. By working on an individual level with clients, we are able to offer highly personalized advice across a spectrum of services. And our relationship with Raymond James gives you access to world class investment products. Above all, our mission is to help preserve what you’ve achieved and to preserve your family’s financial future.


  • Asset Management

    We lead with solutions, not products. This is the foundation of our investment management philosophy. Through Raymond James, we offer access to a team of professionals who can help you navigate institutional asset allocation, money management selection, investment policy development and more. As your financial stewards, we aim to help you build and preserve your assets while liberating you from the stress of constantly monitoring your portfolios. Our advisors build comprehensive and customized strategies that take everything into consideration, including your unique risk tolerance, your family and employment situations, and more. We leave nothing to chance.

  • Wealth Management

    In addition to growing your assets, we seek to maintain your high standard of living and continue providing for you and your family. Our focused approach to comprehensive wealth management starts with understanding your needs and values. After identifying your unique financial objectives, time horizon and risk tolerance, we then build customized plans to help secure immediate needs while incorporating your long-term goals. No matter where you are in life, our experienced professionals will be here to understand and harmonize your financial needs, from wealth preservation and transfer, estate planning and administration, to education and retirement planning.

  • Charitable Giving

    Few moments in life match the satisfaction of well-planned and effective charitable giving. At Allen Wealth Management, we admire investors who strive to be equally successful in business and philanthropy. Our advisors value the importance of giving back to the community and know our clients do as well. To help maximize the longevity of your charity, we will provide the resources offered by Raymond Jones to aid the organizations you’re passionate about, while generating personal tax benefits and aiding your overall wealth management plan.

  • Estate Planning

    Truly comprehensive planning exceeds retirement and the transferring of wealth. At Allen Wealth Management, we offer custom solutions that establish a financial tradition across generations. Our strategies incorporate your family’s most cherished values and builds solutions that adhere to them. As we promote your continued success, we will work closely with your tax and legal professionals along the way. When your needs evolve and circumstances change, our plans will adapt with ease. Our strategies are customized to your goals and are responsive to change.

  • Income Strategies

    By using your assumptions on your income trajectory, expenses and investment returns, we will help you stay on top of your liquidity needs. Where do you want to go? What do you want to achieve? What do you value most? No matter where you hope to go, we will reassess your portfolio to increase cash flow and net worth, whether it requires a change in working hours, lowered expenses or increased investment risk. Our ultimate goal is to build your balance sheet over time and preserve it every step of the way.

  • Insurance & Protection

    Are you and your loved ones protected? Our customized insurance policies will help protect against the unexpected and provide for your loved ones. We offer a full suite of insurance policies, including life, disability and long term care insurance. From home and auto insurance to asset protection*, we can help build your confidence in tomorrow by strengthening your insurance policies today. While monitoring your existing policies to guard against loopholes, our advisors will seek new opportunities to defend what you’ve worked so hard to achieve.

    *Home, auto, and other forms of non-variable insurance are not offered through Raymond James.

  • Retirement

    At Allen Wealth Management, we will help you prepare for retirement and live the life you’ve imagined. While the future may appear uncertain, we work to simplify the retirement process in order to help you prepare with confidence. Whether you’re just starting your career or are getting ready to leave the workforce, it can be hard to know what to do and when to do it. Through a variety of 401(k) and IRA strategies, distribution planning and tax efficient solutions, we will help preserve your lifestyle so you can fulfill your vision of retirement.

  • Tax

    You worked hard to get here and your financial plan must be equally competent in preserving what you’ve built. Working year-round with you and your other professional advisers, our team specializes in helping you maximize your after-tax income. By integrating and harmonizing your investments and tax planning, we are more able to execute various strategies that help fulfill both long and short-term objectives. By developing and implementing a series of appropriate strategies, our tax preparers provide proactive solutions that help preserve your assets for years to come.

    Raymond James does not provide tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.