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Your life, your investments

Desert Financial Wealth Management advisors partner with Raymond James Financial Services to help you craft an investment strategy based on your goals, timeline and risk tolerance.

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Professional guidance
Understand the “why” behind your investment strategy before you put a plan in place.
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Your advisor will evaluate your current portfolio and recommend next steps at no cost to you.
Holistic approach
We’ll factor in your life plans – not just your retirement goals – and pivot when needed.

Education and insights

Dollar cost averaging as a long-term investment strategy
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Recent market volatility and impact on the banking sector
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Freedom market commentary: 2023 review, 2024 outlook
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Disclosures

Wealth Management:

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Securities offered through Raymond James Financial Services, Inc., Member FINRA SIPC,   and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Desert Financial Credit Union and Desert Financial Wealth Management are not registered broker/dealers, and are independent of Raymond James Financial Services.

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 your local Raymond James 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.  

 

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