Invest in You. Trust in Us.
At Pando Partners, we are a different kind of wealth management firm. We are inspired by you.
Your stories. Your triumphs. Your challenges.
We also know what it takes to win. In work and in life.
What does winning look like to you? What fuels your dreams?
Empowered with this understanding, we guide decision-making in all aspects of your financial life.
Your Vision. Our Expertise.
Together, we are defining what it means to multiply life's possibilities.
What we Do
News & resources
Five potential market-moving events to be mindful of
04/26/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
GDP, inflation, and the Fed: Keep calm and carry on
04/26/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The pledged-securities mortgage explained
Savvy investors can leverage their assets to secure a loan using a pledged-securities mortgage.
Family & Lifestyle
IRS suspends missed RMD penalty for certain inherited IRAs
Some beneficiaries who inherited an IRA in 2020, 2021, 2022 or 2023 will not face withdrawal penalties until 2025.
Retirement & Longevity
Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Alternative investments: Thinking beyond the traditional asset classes
Discover the reasons investors diversify their portfolio with alternative investments.
Markets & Investing
True fixed income: Are you comparing apples to oranges?
04/22/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
High inflation is never good, but markets have been overreacting
04/19/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Market volatility is a normal feature of long-term investing
04/19/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Don’t let estate blunders get in the way of your wishes
These cautionary tales of estate planning mistakes offer a few important lessons.
Estate & Giving
At Pando Partners, we have aligned our passion, our interests, and our distinct skills in helping to create financial value, and life value, for the clients we serve.
- Pando Partners Wealth Management of Raymond James
- Orlando Office 301 E Pine St Ste 1100 Orlando, FL 32801-2748
- T 407.648.4488
- F 407.648.5942
- TF 800.426.7449
- Map & Directions
- Map & Directions
- Ponte Vedra Office 814 A1A N Ste 100 Ponte Vedra Beach, FL 32082-3269
- T 904.273.2426
- F 904.273.2676
- TF 877.279.3549
- Map & Directions
- Map & Directions
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