Rigby Wealth Management of Raymond James

About Rigby Wealth Management of Raymond James

Rigby Wealth Management is a boutique advisory team operating under the Raymond James umbrella, serving clients in Ocala, Florida and surrounding areas. They blend the institutional support and resources of Raymond James with a highly personalized service model. Their mission is to help individuals, families, and business owners make confident, goal-driven financial decisions by tailoring strategies to each client’s needs, risk tolerance, and long-term direction.

Services We Offer

• Wealth management & investment portfolio design

• Retirement income planning & distribution strategies

• Estate, legacy & trust planning

• Tax-aware investing & optimization

• Insurance, protection planning & risk mitigation

• Business succession & exit strategy support

Why Choose Rigby Wealth Management in Ocala, Florida

Clients working with Rigby Wealth get the advantage of a local advisor with the backing of Raymond James’ extensive infrastructure. Their Ocala presence ensures direct access and responsiveness, while their affiliation provides sophisticated tools and market insight. They emphasize clarity, transparency, and collaboration—helping clients understand the “why” behind every recommendation. If you’re looking for a seasoned advisor who combines national strength with local focus, Rigby Wealth Management offers a powerful partnership.