Freedom in the Journey to realize the purpose of significant wealth

We believe that the true power of money solely exists in its purpose. This discernment is a great gift, offering a lifetime of opportunities to consider. Wealth, in all its forms, has come to our clients in many personal and unique ways. Our goal is to help provide each client with great freedom in this journey. We partner with individuals and families to help simplify complex financial realities with a shared spirit towards the purpose of wealth and the legacy one will ultimately leave behind.

Our firm is structured to provide clients with a single point of expertise, integrating core areas of traditional & private-market investment management, trust & estate planning, and philanthropy. This approach limits the number of relationships we maintain with a typical focus on clients with investable assets in excess of $5 million – the majority spanning two or more generations. And it’s an honor to serve each one.

Pond
Mark M. Pond, CFP®
Managing Director, PWM Client Advisor, RJFS

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

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Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.
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Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.
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Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

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If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.
Andrew Carnegie

Are you ready? Let’s uncover the possibility of working together.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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


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