Wennlund Wealth Management of Raymond James

Wennlund Wealth Management of Raymond James We help individuals, institutions and businesses reach and sustain financial independence utilizing

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work i...
05/28/2026

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

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When wealth arrives suddenly, planning with your long-term priorities in mind could be the first step to ensuring it las...
04/29/2026

When wealth arrives suddenly, planning with your long-term priorities in mind could be the first step to ensuring it lasts:

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The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such...
04/16/2026

The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such as a 401(k). Understand what it means for your savings goals:

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Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your ...
03/03/2026

Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your heirs more flexibility – especially children in higher tax brackets. Learn what to consider before converting:

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Retiring isn't always about slowing down. Explore ways you can maintain – or build – your charitable momentum in retirem...
12/29/2025

Retiring isn't always about slowing down. Explore ways you can maintain – or build – your charitable momentum in retirement:

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When it comes to purchasing property, technical refinancing can provide the liquidity you need now and the flexibility y...
12/11/2025

When it comes to purchasing property, technical refinancing can provide the liquidity you need now and the flexibility you'll want later:

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In the wake of loss, giving back is among our first instincts. A donor advised fund can help meet the call to honor a lo...
09/17/2025

In the wake of loss, giving back is among our first instincts. A donor advised fund can help meet the call to honor a loved one's legacy, simply:

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Residential services like plumbers and HVAC, roofing and garage door businesses are seeing a boom in private equity inve...
09/04/2025

Residential services like plumbers and HVAC, roofing and garage door businesses are seeing a boom in private equity investment. Find out what that means for you as an owner or investor.

raymondjames.com

Estate planning is just as important for those without heirs, though choosing your medical and financial surrogates may ...
08/18/2025

Estate planning is just as important for those without heirs, though choosing your medical and financial surrogates may need extra attention.

raymondjames.com

Key person insurance can protect a business's revenues during the transition after a difficult loss. It can also bolster...
08/04/2025

Key person insurance can protect a business's revenues during the transition after a difficult loss. It can also bolster your business's retention strategies.

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Address

3133 W Frye Road Suite 410
Chandler, AZ
85226

Opening Hours

Monday 7am - 4pm
Tuesday 7am - 4pm
Wednesday 7am - 4pm
Thursday 7am - 4pm
Friday 7am - 4pm

Telephone

+14803772007

Website

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