Cheyenne Mountain Wealth Management of Raymond James

Cheyenne Mountain Wealth Management of Raymond James When it comes to investing today, one size does not fit all. Instead, we believe that financial advi

We believe that financial advice should be shaped by the unique needs of each client we work with. When it comes to investing today and planning for the future, one size does not fit all. To us, the individual or family should be actively engaged in the decision making process, and our client focused approach is designed to help pursue financial objectives regardless of the many headwinds that we

all often face! 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. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Choosing a trustee is no easy task. Whichever type of trustee you choose, you'll want to keep a keen eye out for a few p...
03/06/2024

Choosing a trustee is no easy task. Whichever type of trustee you choose, you'll want to keep a keen eye out for a few particular characteristics. Look for a trustee that fits the "three T's" – time, temperament and tenure. Here's why:

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With social media being as prolific as it is, it's imperative for you and your family - especially young ones - to navig...
02/28/2024

With social media being as prolific as it is, it's imperative for you and your family - especially young ones - to navigate safely. Here are a few ways you can protect your privacy on social media.

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Ignore the likely noise surrounding Washington pols threatening another government shutdown. This week's report, written...
02/27/2024

Ignore the likely noise surrounding Washington pols threatening another government shutdown. This week's report, written by Ted Ruddock, Managing Director of Fixed Income Private Wealth, cuts through the noise and emphasizes investors have an opportunity to invest in municipal bonds for clients that need tax-efficient, wealth preservation solutions.

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Whether you are about to retire, or it is still years away, how you control your income and cash flow in retirement is a...
02/22/2024

Whether you are about to retire, or it is still years away, how you control your income and cash flow in retirement is a worthy concept to contemplate and fixed income can be a stable contributor to your retirement income vision. Featuring insights from four Fixed Income strategists, the latest edition of Fixed Income Quarterly offers insights into what's real and what's relevant in today's market data for fixed income investors.

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Our office and the markets are closed Monday, February 19, in observance of Presidents Day. Of course, you can access yo...
02/19/2024

Our office and the markets are closed Monday, February 19, in observance of Presidents Day. Of course, you can access your account(s) using Client Access anytime, year-round.

In the spirit of Presidents Day, Raymond James CIO Larry Adam analyzes election year macroeconomic and equity market dyn...
02/16/2024

In the spirit of Presidents Day, Raymond James CIO Larry Adam analyzes election year macroeconomic and equity market dynamics.

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Futures tied to the S&P 500, Nasdaq 100, and Dow Jones Industrial Average indicate a higher open, setting the market up ...
02/15/2024

Futures tied to the S&P 500, Nasdaq 100, and Dow Jones Industrial Average indicate a higher open, setting the market up to build on yesterday's rebound. Read more in the Morning Brew.

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As earnings season rolls on, CIO Larry Adam analyzes in his Weekly Headings what storylines have emerged and what we've ...
02/09/2024

As earnings season rolls on, CIO Larry Adam analyzes in his Weekly Headings what storylines have emerged and what we've learned thus far.

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Tried-and-true tips for new investors – no matter the size of their bank account.
02/08/2024

Tried-and-true tips for new investors – no matter the size of their bank account.

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In the latest Investment Strategy Quarterly, Raymond James CIO Larry Adam explores 10 themes that will impact investors ...
02/07/2024

In the latest Investment Strategy Quarterly, Raymond James CIO Larry Adam explores 10 themes that will impact investors in 2024.

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Although a million dollars may seem like a daunting figure, especially if you haven't been diligent about saving, there'...
02/05/2024

Although a million dollars may seem like a daunting figure, especially if you haven't been diligent about saving, there's good news: You don't have to make $1 million to save $1 million. Here are some of the habits that can help you get there.

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As we celebrate Punxsutawney Phil not seeing his shadow – unofficially signaling an early spring – what market and polit...
02/03/2024

As we celebrate Punxsutawney Phil not seeing his shadow – unofficially signaling an early spring – what market and political events are experiencing their own version of Groundhog Day? CIO Larry Adam takes a look in his Weekly Headings.

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Address

102 N Cascade Avenue, Suite 600
Colorado Springs, CO
80903

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17196320266

Website

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