Your why, our services
Your why, our services
At Constellation Wealth Services, offer independent guidance, with your financial needs and preferences at the center of everything we do. We advocate for your long-term financial success, through persistent management and on-going guidance. We want to help you navigate to a confident financial future. This includes guiding you to answers on key financial decisions including:
With more wealth brings more complexity. Like many others, you’re probably already well on your way toward a secure retirement, but don’t know where to go from here. This can lead to many questions.
The answers to questions like these are entirely unique to YOUR specific goals. My hope is to help you realize those goals with the resources, knowledge, and experience we have access to.
In 2003, I began building the foundation for what has become a lifelong joy of service to others in this career. This has developed into steps that helps me assist you to align your strategy with your goals rather than some arbitrary benchmark. The result is a goals-based approach to planning your future. This puts you and your unique goals at the center.
We seek to offer the best thinking, recommendations and solutions available for your financial situation. Then we can decide mutually, if we can work together. I look forward to the opportunity in working with you and your family. Schedule an appointment by sending me or David an email or just call.
We want you to have the highest level of confidence in doing business with us. That’s why we offer you this assurance:
We will reimburse you for actual losses in any of your Raymond James accounts due to unauthorized access to a Raymond James system that occurs through no fault of your own.
Maintaining your security is a partnership. With a few preventive measures, including promptly reviewing your statements for any unauthorized account activity, you can help secure your assets and personal information.
Install the latest updates and patches for your computers and mobile devices and use security software including antivirus, firewalls and encryption. And before selling or disposing of computers and mobile devices, wipe them of data.
Avoid visiting sensitive websites when away from home.
These contain a combination of upper and lowercase letters, numbers and special characters. Do not share your passwords.
Never open attachments or click on links in suspicious emails or from senders you don’t recognize, and limit the personal information you share on social media websites.
Shred sensitive documents when disposing of them.
Present two or more pieces of verification: something you “know,” something you “have” or something you “are” (security question, security token, or thumb print).
It is important to back up key data to protect against ransomware.
Taking practical steps like these complements our comprehensive efforts to safeguard your information.
Call (425) 212-2082
At Raymond James, we believe that putting clients’ needs first – including their need for security – is the best way to ensure their success and, in turn, the success of the firm. Our guiding principles have led us to over 120 quarters of continuous profitability. The integrity, strength and stability at the foundation of our firm offer the most important protection for your accounts. And we back our efforts with a pledge you can believe in.
We want you to have the highest level of confidence in doing business with us. That’s why we offer you this assurance:
We will reimburse you for actual losses in any of your Raymond James accounts due to unauthorized access to a Raymond James system that occurs through no fault of your own.
Check the background of your financial professional on FINRA’s BrokerCheck.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Constellation Wealth Services 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 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 or the collection or use of information regarding any website’s users and/or members.
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