Raymond James

As an investor, you’re focused on achieving your financial goals and preserving your family’s future. So, we believe you’ve made the wise choice to work with RFW Wealth Advisors because you value the importance of objective and professional advice.

Similarly, RFW Wealth Advisors has chosen to call on the clearing and custodial services of Raymond James (RCS) because we recognize the stability of Raymond James and the ability to custody your assets and accurately execute your investment transactions.

Raymond James delivers the industry-leading support, technology, and resources of a premier financial services company, which allows RFW Wealth Advisors to work closely with you to create custom strategies for your short- and long-term financial challenges.

The Pinnacle Group

The Pinnacle Group is a leading insurance and financial services brokerage firm, committed to providing advisors a superior portfolio of insurance products and unique expertise. Working with only top-rated insurance carriers, The Pinnacle Group has an impressive selection of products, so our clients can be assured that they are receiving the best the marketplace has to offer. As part of one of the largest insurance marketing organizations in the US, The Pinnacle Group offers a powerful partnership of highly experienced insurance and financial specialists who are dedicated to providing superior concierge services to advisors.

For more information, visit www.pinnacleifs.com.

RFW Wealth Advisors and New Edge Advisors are not affiliated with The Pinnacle Group. This is for informational purposes only.

Leland Agency

Leland Agency is a neighborhood independent agent specializing in personal service, offering assistance with a variety of insurance needs.

For more information, visit www.lelandagency.com.

RFW Wealth Advisors and New Edge Advisors are not affiliated with Leland Agency. This is for informational purposes only.

Irion Insurance

We have been serving Florida and Georgia clients since 2012. Our focus is on Medicare insurance solutions through education and annual reviews to make sure the right tool for the job is being used. We simplify Medicare in a personal setting.

For more information, visit www.irioninsurance.com.

RFW Wealth Advisors and New Edge Advisors are not affiliated with Irion Insurance. This is for informational purposes only.

Jacquelyn Ward Real Estate

Jacquelyn (Jaci) Ward, Broker Associate with Compass, offers access to unrivaled market knowledge and discreet concierge services catered to each individual’s client. As a well-seasoned, reputable agent, she is prepared to utilize her unparalleled knowledge to guide clients through the uncertainty of this fluctuating economy and maximize profits. Whether considering purchasing or selling in Northeast Florida, clients can rely on Jacquelyn’s economic insight, industry connections, and exclusive resources to provide the assurance and guidance necessary to optimize their real estate opportunities.

For more information, visit www.jacquelynwardrealestate.com.

RFW Wealth Advisors and New Edge Advisors are not affiliated with Jacquelyn Ward Real Estate. This is for informational purposes only.

Black Creek Retirement Plans, Inc.

Black Creek Retirement Plans, Inc. is more than just a Third-Party Administrator. They serve as a Retirement Plan Consulting Firm, offering specialized services for IRS-qualified employee retirement plans. With a focus on expertise, integrity and consistency, catering to organizations looking for customized solutions.

For more information, visit www.blackcreek401k.com.

RFW Wealth Advisors and New Edge Advisors are not affiliated with Black Creek Retirement Plans, Inc. This is for informational purposes only.

Future Home Loans

Future Home Loans is a local veteran-owned company in North Florida that offers a variety of home financing options, including purchases, refinances, and cash-out projects. Their experienced team searches hundreds of loan options to find the best fit for each client, even helping those who may have been declined by larger banks.

For more information, visit www.2navyvets.com.

RFW Wealth Advisors and New Edge Advisors are not affiliated with Future Home Loans. This is for informational purposes only.