Peninsula Private Wealth of Raymond James

Peninsula Private Wealth of Raymond James had the privilege of hosting an extraordinary speaker and event on the terrace of ORCHARD LAKE COUNTRY CLUB last Thursday: 'Football and Faith: Creating a Championship Mindset,' featuring Robby Emery, Director of Character Development for the University of Michigan Football team. Robby is currently in his ninth season with U of M Football, focusing on instilling values of integrity and teamwork in players and staff. He also served as a special advisor and executive assistant to former coach Jim Harbaugh, contributing significantly to the team's success. His stories and insights were numerous and entertaining, leaving a lasting impression on all who attended. Set against the beautiful backdrop of Orchard Lake, the event was a powerful reminder of the strength found in unity and the importance of mindset and character in achieving greatness. The evening was further enriched by Robby sharing the championship rings and taking questions from the audience. We extend our heartfelt thanks to everyone who attended and contributed to making this event so memorable.

We want to take a moment to acknowledge and congratulate Niki Zibisky on her one-year anniversary with Peninsula Private Wealth of Raymond James. Over the past year, Niki has consistently demonstrated her dedication and commitment to our team and clients. Her professionalism and attention to detail have significantly contributed to our success, and it's been a pleasure to work alongside her. Niki, thank you for your hard work and for being an essential part of our team. I'm looking forward to continuing our work together in the years to come.

In the ever-evolving landscape of investment, staying informed and adapting to new strategies is crucial. Our latest Weekly Investment Strategy from Raymond James dives deep into the current market dynamics, offering valuable perspectives that can help guide your financial decisions. Whether you're managing a portfolio or simply looking to stay ahead of economic trends, this analysis provides the insights you need. #InvestmentStrategy #MarketInsights #WealthManagement #EconomicTrends

Curious about how to maximize wealth transfer strategies while minimizing tax impact? Our latest webinar, featuring insights from Christian Allen, CFP®, dives deep into the intricacies of Grantor Retained Annuity Trusts (GRATs), breaking down how this powerful estate planning tool can work for you. Whether you're a seasoned advisor or simply looking to protect and grow your legacy, this session provides valuable insights to enhance your financial strategies. 📽️ Watch the full webinar now and discover how GRATs can be a game-changer in your wealth management toolkit. #WealthManagement #EstatePlanning #FinancialPlanning #GRATs #InvestmentStrategy #FinancialLiteracy

This past Monday, we had the pleasure of welcoming Paul Shoukry, the new CEO of Raymond James, to Birmingham, MI. Paul met with the top producing advisors from the Metro Detroit market to discuss firm strategy and share his vision for the future. Peninsula Private Wealth of Raymond James's very own John Schindler, CRPS was present, engaging in insightful conversations about the direction and growth of our firm. We're looking forward to the great things ahead under Paul's leadership!

Are you a business owner looking to diversify your investment portfolio? Dive into Peninsula Private Wealth of Raymond James's latest Business Owner Success Series webinar, where Scott G. Bennett, CFP® and Christian Allen, CFP® discuss the myriad of opportunities and considerations surrounding alternative investments. This session highlights strategies to maximize returns while managing risks, offering valuable perspectives for those eager to explore beyond traditional investment avenues. Don't miss out on these actionable insights designed to enhance your financial strategy. #BusinessOwners #AlternativeInvestments #InvestmentStrategy #FinancialPlanning #WealthManagement

In today's fast-paced and unpredictable business landscape, the importance of CEO succession planning cannot be overstated. Recent trends show a significant increase in the frequency of CEO transitions, driven by factors such as market volatility, technological advancements, and evolving stakeholder expectations. This insightful article from Associations Now delves into why organizations need to prioritize succession planning, highlighting the risks of being unprepared and offering actionable strategies to ensure a seamless leadership transition. Whether you're a board member, executive, or HR professional, understanding these dynamics is crucial for sustaining organizational stability and growth. #Leadership #SuccessionPlanning #BusinessStrategy #ExecutiveLeadership https://lnkd.in/gXiP-6Qy

Are you keeping up with the latest developments in the bond market? This week's commentary from Raymond James delves into the current state of the bond market, exploring significant trends, potential risks, and emerging opportunities. Whether you're a seasoned investor or just starting, these insights are essential for making informed decisions in your bond investment strategy. Stay ahead of the curve with expert analysis and strategic guidance. #BondMarket #InvestmentStrategy #MarketInsights #FinancialPlanning #WealthManagement

Discover the latest trends in mega-cap tech stocks with Peninsula Private Wealth's insightful analysis. Explore why these giants continue to dominate and what it means for your investment strategy. Whether you're considering growth opportunities or portfolio diversification, this update offers valuable perspectives to help you stay informed in today's dynamic market. Don't miss out on this essential read! #TechStocks #InvestmentStrategy #FinancialAnalysis #PortfolioManagement #MarketInsights

Peninsula Private Wealth is proud to welcome Niki Zibisky to our team! With over a decade of experience in the financial services industry, Niki brings a wealth of knowledge and a passion for helping clients achieve their financial goals. Her background includes working with high-net-worth individuals and families, providing tailored financial strategies and exceptional client service. Niki's commitment to excellence and her deep understanding of the industry make her a valuable addition to our team. Join us in welcoming Niki to the Peninsula Private Wealth family! Read more about Niki and her impressive background here: https://lnkd.in/g_X-YhQ2 #TeamPPW #FinancialServices #ClientSuccess #WealthManagement