Our Office - Plains Wealth Management

Tax-Advantaged Financial Planning!

We are an independent practice that operates with discipline and transparency as we serve our clients. With our guidance and education, our clients can live a life based on their unique goals as they pursue financial security. Our only priority is empowering you to be able to take care of yourself and your family. At Plains Wealth Management, we believe that long-term relationships that encourage open and honest communication are the cornerstone of success.

Team Members

Our team specializes in tax-smart Investment strategies tailored to you. We are backed by the technology and technical expertise practice of national broker-dealer Raymond James Financial Services, and we operate as an independent practice that provides clarity on the products and services that fit your unique goals and situation. Our financial professionals deliver proactive, relational service tailored to your interests and goals that goes beyond the numbers of your financial plan.