Kuehnel Wealth | Raymond James
We help people build, protect, and enjoy their money in a way that allows them more time and freedom. Your wealth - whether you're still building it, or want it to provide you peace of mind for a long time - should never be gambled. The Kuehnel portfolios are tax-efficient, carefully managed and well-reported. Each has been built to support its unique investment objectives and varies in asset mix, specific account holdings and volatility. Eric discusses and decides your specific asset allocation and suitable portfolio participation in consultation with you. It must be in accordance with your risk tolerance and financial goals.