Matt Brookins - Definition Private Wealth & Consulting of Raymond James

Matt Brookins - Definition Private Wealth & Consulting of Raymond James Definition Private Wealth & Consulting of Raymond James Experience the Definition difference. Therefore, a response to a request for information may be delayed.

With over 400 million in client assets as of 2023, we are striving to defining a new type of financial planning experience—blending technology, transparency, and access with time-tested strategies to help keep you at the center. As a premier next generation advisory group, we have spent years mastering traditional wealth management strategies. Through this we have seen the need for a more modern,

fresh approach that doesn’t just embrace tradition, but helps redefine it altogether. That’s why we created Definition Private Wealth & Consulting of Raymond James. Everything we do helps write the narrative to support the goals you have, the life you’re building, and the success that a well-crafted plan has in store. Your financial journey is not a mystery – it’s a shared exploration, and we’re here to guide you every step of the way. At Definition Private Wealth & Consulting of Raymond James, our promise is to strive to help you redefine your future. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. 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. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

ChatGPT is the fastest consumer application in history to reach 100 million users. What makes this technology unique and...
05/19/2023

ChatGPT is the fastest consumer application in history to reach 100 million users. What makes this technology unique and what risks could it pose? IT Head of Innovation Kemal Kvakic offers his insight on the latest episode of For What It's Worth.

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One year into a tightening cycle designed to curb rising inflation, the Fed indicated that its rate hikes may soon be dr...
03/23/2023

One year into a tightening cycle designed to curb rising inflation, the Fed indicated that its rate hikes may soon be drawing to a close after a 25 basis point increase was announced at its March 22 FOMC meeting.

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Passed in December 2022, the SECURE Act 2.0 includes a comprehensive set of provisions intended to help many Americans a...
02/14/2023

Passed in December 2022, the SECURE Act 2.0 includes a comprehensive set of provisions intended to help many Americans and employers with retirement saving. Review the key takeaways and contact your advisor to find out how this impacts your financial plan.

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Although a million dollars may seem like a daunting figure, especially if you haven't been diligent about saving, there'...
01/31/2023

Although a million dollars may seem like a daunting figure, especially if you haven't been diligent about saving, there's good news: You don't have to make $1 million to save $1 million. Here are some of the habits that can help you get there.

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Investors may be able to lock in higher yield levels notes Doug Drabik, Managing Director, Fixed Income Research and Nic...
01/20/2023

Investors may be able to lock in higher yield levels notes Doug Drabik, Managing Director, Fixed Income Research and Nick Goetze, Managing Director, Fixed Income Solutions.

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Wishing you all the best for your plans, goals and resolutions as we head into 2023. Raymond James offices and the marke...
01/01/2023

Wishing you all the best for your plans, goals and resolutions as we head into 2023. Raymond James offices and the market are closed Monday, January 2, in observance of New Year's Day.

Merry Christmas! May your celebrations be filled with peace, joy and time spent with those you cherish most. Raymond Jam...
12/25/2022

Merry Christmas! May your celebrations be filled with peace, joy and time spent with those you cherish most. Raymond James offices and the market are closed Monday, December 26, in observance of Christmas Day.

Do you have a backup plan when it comes to your retirement? Here's how to pivot with grace should plans go adrift:
12/09/2022

Do you have a backup plan when it comes to your retirement? Here's how to pivot with grace should plans go adrift:

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The housing market is in a rough spot as the reality of higher mortgage rates hits, but elsewhere in the economy Novembe...
12/01/2022

The housing market is in a rough spot as the reality of higher mortgage rates hits, but elsewhere in the economy November had more good news than bad. Read the full recap.

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While 2022 has proven challenging for investors, CIO Larry Adam shares why there's still plenty to be thankful for.
11/18/2022

While 2022 has proven challenging for investors, CIO Larry Adam shares why there's still plenty to be thankful for.

www.raymondjames.com

Reporting lower taxable income is a key way to lower your tax bill. Without earning less, another option is to stash inc...
11/07/2022

Reporting lower taxable income is a key way to lower your tax bill. Without earning less, another option is to stash income into tax-advantaged accounts. Consider meeting 2022 contribution limits to qualified retirement plans and reviewing new 2023 limits.

www.raymondjames.com

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2605 Enterprise Road East, Suite 250
Clearwater, FL

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