Wealth Management

As your trusted partner, we help you pursue your goals by constructing, managing, and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.

Using a wealth of resources, we gain insight into the risk and return characteristics of your investment options. The portfolio strategies we pursue are modeled on those used by elite institutions to help us select a mix of asset classes that closely matches your individual preferences and appetite for risk. This approach weighs several factors – your goals, time horizon, and tax implications – to create a stronger portfolio tailored to you.

Our priority is to help you make informed financial decisions about the components of your portfolio. We also take care to assess the ongoing tax implications of your plan. When your needs and situation evolve, we adjust accordingly to ensure we are always in sync with you and measuring up to your expectations.

 

As your advisor, we are not putting forth just any investment strategy, but the strategy that is designed to best fit your life. Meeting your requirements for growth, income, or capital preservation – while being mindful of your attitude toward risk – is our objective. You can expect a portfolio that is individually customized to reflect the future as you envision it.

 

Staying on top of trends and events that influence the investment environment and your portfolio’s performance is crucial for us. We rely on deep resources, analysis, and the insight of our team to keep your financial objectives in sight and help drive smart decision making. 

There is no assurance that any investment strategy will be successful. Investing involves risk, and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.

1420 N. Lamar Blvd., Oxford, MS 38655

662-234-0703

Open to serve you Monday-Friday

from 8:30am-5:00pm

© 2020 DeVoe Carr, PLLC CPAs & Business Advisors

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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.

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Investment advisory services offered through Barnes Pettey Financial Advisors. Barnes Pettey Financial Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.


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