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  • Melissa Paddock
    400 Foam St, Suite C Monterey, CA 93940-1449 T: 831.655.2700 F: 831.655.2702
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Complex, significant wealth warrants elevated support
Managing substantial wealth often requires specialized capabilities and expertise.
Markets & Investing
Wheat, gold and the pursuit of a zero-correlation investment
For investors with appropriate risk tolerances, the measured inclusion of commodities can offer an additional dose of diversification.
Markets & Investing
Read
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Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Risk mitigation's crucial, complex role for wealthy families
Affluent investors should carefully consider their liquidity needs, privacy concerns and diversification strategy.
Markets & Investing

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  • Paddock Financial Planning
  • 400 Foam St, Suite C Monterey, CA 93940-1449
  • 831.655.2700
  • 831.655.2702
  • Map & Directions
  • Map & Directions
  • Melissa.Paddock@RaymondJames.com

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Paddock Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.

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