It’s time to clarify Your financial future

You know your aspirations and are ready to take the steps necessary to reach your goals. You see the value of planning and being prepared, but you have questions. Are you on the right track? Are you making smart decisions?

WE ARE HERE TO GUIDE YOU AND HELP YOU MAKE THOSE SMART DECISIONS. WE WANT YOU TO FEEL SECURE ABOUT YOUR FUTURE, THE ADVICE YOU’RE GETTING, AND THE PEOPLE PROVIDING IT.

At Constantine Wealth Management of Raymond James, you can expect personal guidance from experienced advisors and supportive service associates who always look out for your best interests and financial well-being.

Constantine Wealth Management of Raymond James was named to the 2024 edition of the Forbes list of Best in State Wealth Management Teams†.

† The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.

Comprehensive Planning

There’s more to your financial life than just investments. Our comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and address every detail.


We value the close relationships and personal connections we build with our clients.
Gary R. Rosen, CIMA®, AIF®; Managing Director
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