Your life, your love, your financial plan
When you partner with us, your financial future will be supported by a relationship rooted in trust and respect. You will have an advocate for your financial goals, as well as for all the greater goals your finances can make possible.
We are proud to help our LGBTQ+ clients pursue lasting well-being with holistic wealth management informed by our knowledge of the challenges LGBTQ+ people can face. This depth of support is the benefit of working with an advisor who gets you, who makes you feel welcome, and who never requires you to explain your life and values in other people’s terms. Your triumphs and experiences are uniquely yours; your financial plan should be uniquely yours, as well.
Explore services
We can support your specific needs and goals in a way that’s right for you.
Retirement Planning
Wealth Management
Risk Management
Charitable giving
Built on understanding
In retirement, healthcare, and in managing the documents that protect your intentions, LGBTQ+ people can face distinct challenges. We will help you address these concerns, and when needed, serve as the hub of your team, coordinating services with your attorneys, accountant and other professionals in service to your goals.
Living Well
Your financial plan
Create opportunity from your achievements. We can help you:
- Gain confidence in your finances
- Protect your family and loved ones
- Prepare for major changes
Your retirement
Pursue your vision and lifestyle goals. We can help you:
- Create and manage retirement income
- Budget your needs and explore your priorities
- Explore the impact of “what if” scenarios
Your independence
Maintain your quality of life into your retirement. We can help you:
- Protect your accomplishments
- Prepare for long-term care and healthcare
- Adapt your home to new needs
Related Resources
Markets continue upward march in October
Fixed income solutions
Why so much pushback on a December rate cut?
Economic issues that could be lurking for markets
Funding long-term care with an irrevocable life insurance trust
Five year-end tax tips for businesses
Values-based investing for the faithful
With October rate cut, Fed seeks to support labor market
Social Security increases benefits by 2.8% for 2026
Because they said it was so
- 606 S Tamiami Trl Osprey, FL 34229-9216
- T 941.650.4307
- Map & Directions
- Map & Directions
Investment advice offered through Golden State Equity Partners (GSEP), an investment adviser registered with the U.S. Securities and Exchange Commission. Topwater Capital, LLC is a DBA of GSEP. Registration as an investment adviser does not imply a particular level of skill or training. Topwater Capital, LLC may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.
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.
