What are the opening hours?

Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4:30pm

Craig Capital Wealth Management, Raymond James

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United States
Mason, OH
Craig Capital Wealth Management, Raymond James

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Our team helps high-earning professionals & near-retirees turn messy, tax-inefficient portfolios into simple, intentional wealth plans—without them having to think about it. Craig Capital is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC.

10/31/2026

A little autumn magic, a little Halloween fun. Hope you're enjoying the season and a few treats along the way.

Happy Halloween from all of us at Craig Capital!

10/29/2026

Eight weeks remain in the year. Enough time to make thoughtful decisions, without the December rush.

If you'd like to sit down for a year-end review, my calendar is open: [BOOKING LINK]

Next month: a look at what you've built.

10/26/2026

Counter to popular belief, Medicare isn't free, all-inclusive healthcare. Dispel some of the most common Medicare myths:

raymondjames.com

10/26/2026

If you're required to take a minimum distribution from a retirement account this year, the deadline for most is December 31.

Planning it now, rather than in the final week, gives you more choice in how it's handled.

10/19/2026

For most workplace retirement plans, contributions for the year must be made by December 31. Room you leave unused this year doesn't carry forward.

A quick look at where you stand now leaves time to adjust.

10/16/2026

Cybersecurity doesn't have to be complicated. A few simple steps can go a long way toward helping protect your accounts, devices and personal information. Check out these seven tips to help keep your data secure.
https://www.raymondjamesconnect.com/a-P3-w

10/15/2026

The most valuable planning rarely happens in a rush. It happens in calm moments, with time to consider each choice.

The weeks before year-end are one of those moments.

10/14/2026

Our newest seasonal staff members. 👻

Not particularly productive, but excellent for office morale. 😂

10/13/2026

Some tax conversations belong on your calendar before tax season.

If you’re retired or getting close, now is a good time to review which year-end moves fit your situation with your financial advisor and tax professional.

December 31 is the deadline...not the day to start the conversation.

Save this as a reminder for your next planning meeting.

10/12/2026

Five conversations worth having before the year ends:

— Retirement contributions
— Required minimum distributions
— Charitable giving
— A tax-aware portfolio review
— Beneficiary designations

Which one belongs on your list this year?

Address

8485 Mason Montgomery Road
Mason, OH
45040

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

Telephone

+15132340700

Website

http://www.craig-capital.com/

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