Reset All Filters
Filter
The US government has shut down – what happens next?
10/1/2025
Shutdowns typically do not make sizeable impacts on the markets or the economy, though the potential for a lengthy political impasse bears monitoring.
Economy & Policy
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
Read
Read
Make your files findable when you leave them to your heirs

Living life and facing death can be liberating – and it doesn’t have to be hard.

Estate & Giving
Mastering a significant wealth event
Whether sudden or planned, the right steps can help you take charge of your newfound assets.
Family & Lifestyle
Market resiliency continued in September
9/30/2025
While there's reason to be cautious in the near term as markets digest recent gains, the longer-term outlook is constructive.
Markets & Investing
Read
The three ingredients of a purposeful retirement
What’s the secret to a purposeful retirement? That’s for you to discover, starting with these three elements of living well.
Retirement & Longevity
Read
Important financial considerations for single parents
Build an action plan to protect yourself and your loved ones.
Family & Lifestyle
Read
Reduce risk in your hiring process by reimagining it
Overcome the limitations of interviews and strengthen your support of new hires.
Business Ownership
Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
New tax law makes 2025 a strategic year for giving
Highlighting key provisions for itemizers, non-itemizers and corporations.
Estate & Giving
To mitigate risk, separate your personal and business assets
Approach your insurance coverage and your company’s legal structure thoughtfully to help distance your personal assets from your business’s.
Business Ownership

The future at your fingertips

Towne Wealth Management Locations

*TowneBank Family of Services

*Services provided by Towne Bank and its affiliates and not by Raymond James.

Towne Wealth Management

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Towne Bank and Towne Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use

Investment and Insurance products are:

  • NOT A DEPOSIT
  • NOT FDIC-INSURED
  • NOT GUARANTEED BY TOWNEBANK
  • NOT INSURED BY ANY STATE OR FEDERAL GOVERNMENT AGENCY
  • SUBJECT TO RISK AND MAY LOSE VALUE