Willow Wealth Management of Raymond James Ltd.

Willow Wealth Management, Raymond James Ltd. would like to get to know you and your financial situation, and future plans. After evaluating your financial status and objectives, we will create a tailored strategic wealth plan that is perfect for you. You have to understand that transparency builds confidence, so we strive to maintain clear and open communication during your time with us. Our clients are our top priority. This means you matter to us. We aim to create a professional relationship that adds value to your life. We connect with you to know more about your financial goals and how we can tailor a more bespoke financial experience. Your financial dreams can be achieved. Let's have some fun! It can be challenging to juggle your family, work, and your finances at the same time. We understand. We collaborate with your tax and legal advisers to maximize your financial capacity and minimize the amount of time you spend on your finances.

Willow Wealth Management is comprised of a powerhouse team praised for their professionalism and personalized care with clients. Kirsty and Jill's clients acknowledge especially. Kirsty solicits client input and combines it with her financial planning skills and deep understanding of their financial needs. Constant, open communication in detail is discussed, and the objectives are set. Trust is built throughout their interactions with clients either via email, face-to-face, or by phone. One client states that an investment advisor's in-depth discussion of their financial health as a family really cemented that Willow Wealth Management cared to know about the client’s needs. Another client had spent time evaluating other choices and was convinced that they provide service even after making tough decisions. A return on investment is wanting from a financial relationship. They like that they still get answers and Willow Wealth grow their money and help them achieve their goals. A financial review explains asset allocation and how a healthy mix of mutual funds and market index funds will aid in diversification while continuing to work. Contact this team if clients want to ensure their financial plan is working towards their objectives and mindful of human behaviour.