Patel Wealth Partners

Patel Wealth Partners Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. http://raymondjames.com/smicd.htm

Important Disclosure Information: http://raymondjames.com/smicd.htm

Patel Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Preparing for college involves more than packing and class schedules. From understanding legal documents at age 18 to na...
07/22/2026

Preparing for college involves more than packing and class schedules. From understanding legal documents at age 18 to navigating common challenges faced by young adults, having the right resources can help families feel more confident and prepared.
With ARAG, you have access to educational resources that can help support these important conversations. Read the one pager to learn more about ARAG.
Want to discuss how these topics fit into your family's broader financial plan? Contact me to start the conversation and explore resources that may help.

raymondjames.com

Your child may be an adult at 18, but that doesn't automatically mean you'll be able to help in an emergency. From healt...
07/21/2026

Your child may be an adult at 18, but that doesn't automatically mean you'll be able to help in an emergency. From healthcare decisions to financial matters, key legal documents can help ensure parents and caregivers can step in when needed.
Learn which documents every family should consider before college move-in day by reading the article below.
Have questions about protecting your family and preparing for the next stage of life? Connect with me to discuss planning considerations that may be right for your situation.

raymondjames.com

07/20/2026

wtvr.com

July 20 - Equity futures point to a higher open this morning as semiconductor stocks attract some buying after last week...
07/20/2026

July 20 - Equity futures point to a higher open this morning as semiconductor stocks attract some buying after last week's selloff, while easing oil prices provide support for the broader market.

Read more in the Morning Brew.

GCM_Morning_Brew.pdf

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
07/17/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

07/17/2026

zerohedge.com

07/16/2026

inc.com

07/15/2026

travelandleisure.com

07/14/2026

forrester.com

07/13/2026

inc.com

Address

1776A S Naperville Road, 101A
Wheaton, IL
60189

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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