Beachside Wealth Partners

Beachside Wealth Partners Our advisors enjoy exploring options that fit with your goals Securities are offered through Raymond James Financial Services, Inc.

The professionals at Beachside Wealth Partners enjoy assisting those whose personal finances have grown to need financial guidance. We also understand how hard it is to run a business and the struggle owners face in providing benefits needed to retain quality employees. To that end, our advisors are experienced in the Qualified Plan arena and will work with your existing administrators or recommen

d a team to help you run a quality retirement plan. With experience in self-funded health care plans and key man insurance, we can share ideas that may help grow your business and help you keep key employees. *Services not offered through Raymond James. Beachside Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services. Member FINRA/SIPC, Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Lots to celebrate this month! 🎉 Karen marks an incredible 23 years with BWP, and Ilayda celebrates 4 years with the team...
06/25/2026

Lots to celebrate this month! 🎉 Karen marks an incredible 23 years with BWP, and Ilayda celebrates 4 years with the team—plus her 26th birthday!

Honoring the fathers and father figures who encourage, support and inspire us every day. Happy Father's Day!
06/21/2026

Honoring the fathers and father figures who encourage, support and inspire us every day. Happy Father's Day!

Retirement isn't the finish line—it's a new beginning.With people living longer than ever, retirement can last decades, ...
06/19/2026

Retirement isn't the finish line—it's a new beginning.
With people living longer than ever, retirement can last decades, making it more important to intentionally build a lifestyle that supports your health, passions, and sense of meaning. Whether it's pursuing an encore career, giving back through volunteering, learning something new, or deepening relationships, there are many ways to create fulfillment in this next phase.
I'm sharing a Thrive Guide with ideas and inspiration—and if you'd like help turning those ideas into a plan that fits your life and aligns with your finances, I'd be happy to connect.
https://www.raymondjamesconnect.com/a7CkNf

Recognizing Juneteenth as an opportunity to honor history, celebrate progress and commit to the future. Our office and t...
06/19/2026

Recognizing Juneteenth as an opportunity to honor history, celebrate progress and commit to the future.

Our office and the markets are closed today.

Please join us in giving a warm welcome to Emmeli, our new Assistant Client Services Associate! With her background in b...
06/16/2026

Please join us in giving a warm welcome to Emmeli, our new Assistant Client Services Associate! With her background in banking and customer service, she brings valuable experience and a client-first mindset that makes her a great addition to our BWP team.

Welcome Emmeli!

Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful dis...
06/12/2026

Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful discussions and thorough documentation can help reduce uncertainty for loved ones in the future:

raymondjames.com

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.
06/09/2026

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

amazonaws.com

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your fa...
06/05/2026

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your family's wealth can help preserve your legacy and prepare future generations to make thoughtful financial decisions.

raymondjames.com

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131 2nd Avenue N, Ste 200
Jacksonville Beach, FL
32250

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 7am - 10pm
Sunday 7am - 10pm

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