Skip to content
Global Wealth Solutions GroupGlobal Wealth Solutions Group
  • Home
  • Our Team
    • Our Team
    • Advisor Team
      • Advisor Team
      • Lisa Detanna
      • Gary Handler
      • Erik Willanger
      • William Atha
      • Ariel Bobroff
    • Wealth Managers
      • Wealth Managers
      • Wesley Scott
      • Joe Horner
      • Kamo Jurn
      • Terri Steffner
      • Mitch Rosich
    • Support Team
      • Support Team
      • Marjan Kamyar
      • Cathleen Handler
      • Donah Tavares
      • Jordan Vasseur
      • Tara Detanna-Rogers
      • Kaleb Goodman
    • Portfolio Specialists
      • Portfolio Specialists
      • Luke Petrarca
      • Luke Polus
      • Jeff Soltman
    • Home Office Associates
      • Home Office Associates
      • John Simmons
      • Andy Waldbaum
      • Joe Weaver
      • Bill Geis
      • Cinnamon Chaney
      • Ken Grider
      • Frank McAleer
      • Adam Nibert
      • Murphy Bradshaw
      • Chip Bauder
      • Lauren Ahern
      • Bob Burns
      • Ken Novak
    • About Raymond James
    • Larry DiGioia (In Memoriam)
    • Chris Horner (In Memoriam)
  • Our Difference
    • Our Difference
    • Our Mission and Values
    • Private Wealth Advisor
    • Giving Back
    • Personal Planning Process
    • Longevity Planning
    • Preparing Heirs with Money Smarts
  • Individuals
    • Individuals
    • Individuals & Multigenerational Families
    • Private Wealth
    • Multi-Family Office
    • Corporate Executives
    • Business Owners
    • Retirees
    • Pre-Retirees
  • Institutional
    • Institutional
    • Our Process
    • Corporate Retirement Plans
    • Nonqualified Plans
    • Nonprofits & Not-for-Profits
    • Institutional Consulting
    • Foundations
  • Lisas Lessons
    • Lisas Lessons
    • News and Events
    • Financial Literacy
    • Legacy Learning with Tom James
    • Winters Vault
    • Raymond James Resources
    • Client Access Videos
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Beverly Hills
    9595 Wilshire Blvd. Ste 801 Beverly Hills, CA 90212-2508 T: 310.285.4500 F: 310.285.4545 TF: 855.608.7543
    Map and Directions Map and Directions
  • Pasadena
    301 N Lake Ave Ste 1150 Pasadena, CA 91101-4115 T: 213.327.1059 F: 213.327.1030 TF: 877.734.5258
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
  • Media
    • Article
    • Calculator
    • Newsletter
Why 15 minutes of mentorship has game-changing potential
75% of executives say mentoring has been critical to their career development.
Business Ownership
How corporate executives are leveraging AI
From innovation and competitiveness to streamlining productivity.
Business Ownership
Read
Read
Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
Enhance your corporate giving strategy with a donor advised fund
Consider the benefits of an uncomplicated, tax-savvy way to give back.
Business Ownership
Managing cash, the essential fuel of your business
Learn more about how to strike the right balance with your business’s cash management.
Business Ownership
Read
Year-end tax tips for businesses
Help improve your bottom line with these tax mitigation strategies.
Business Ownership
Read
A Perfectly Timed – and Planned – Exit
2/4/2019
Though selling a business is rarely a cakewalk, the right preparation can help you make the most of your hard work.
Business Ownership
Read
Be a Cultural Chameleon
2/3/2019
Adapting your style to that of other cultures is smart business.
Business Ownership
Cash Flow Calculator
Having adequate cash flow is essential to keep your business runn...
Personal Finance
twitterfacebooklinkedinenvelope

A plan for your wealth that’s purely yours

Global Wealth Solutions GroupGlobal Wealth Solutions Group
  • Beverly Hills: 9595 Wilshire Blvd. Ste 801 Beverly Hills, CA 90212-2508
  • T: 310.285.4500
  • F: 310.285.4545
  • TF: 855.608.7543
  • Map & Directions
  • Map & Directions
  • Pasadena: 301 N Lake Ave Ste 1150 Pasadena, CA 91101-4115
  • T: 213.327.1059
  • F: 213.327.1030
  • TF: 877.734.5258
  • Map & Directions
  • Map & Directions

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.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use