| Trippon Wealth Management is dedicated to serving the nationís affluent community, helping them to continue building and maintaining their millions.
Jim Trippon's approach for managing portfolios has
three key components:
- Investment consulting process, which is designed
to help ensure that your portfolio is managed according to your
specific needs and with a comprehensive, long-term strategy.
- The Investment Committee, which is responsible
for modeling the recommended asset allocations, for researching
funds, and for evaluating the latest investment research.
- Strategic management services, whose focus
is on long-term, tax efficient, equity-based portfolio structuring.
In order to implement investment advisory services for his clients,
Trippon opened a branch of Raymond James Financial Services, Inc.
within his CPA firm. His commitment to the investment management
and administration of client assets through his relationship with
Raymond James Financial Services, Inc. is based on a philosophy
of structured asset class investing combined with active tax management.
This combination, along with unique reporting capabilities enabled
by enhanced technology, has allowed the firm to provide a high level
of support for affluent families in concert with their business
management and legal advisors.
Click here to visit our wealth management site and explore the future youíve always dreamed of.
Investment and advisory services are offered exclusively through:
Raymond James Financial Services, Inc.
* Member NASD/SIPC *
This site is published for residents of the United States only.
Raymond James Financial Advisors may only conduct business with
residents of states 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 the United States are subject
to securities and tax regulations within their applicable jurisdictions
that are not addressed on this site.