Comprehensive Wealth Management For the Intelligent investor

Why work with Agility Wealth Management?

The experience of a large team & the trust of a close personal relationship.

As a financial practice with over 30 advisors and dedicated support staff we take service and wealth management very seriously. 

Our number one focus, beyond the services of our office, is making sure we exemplify the qualities most people are looking for in a financial planner:  Trust, Communication, and Transparency.

Financial Security is a matter of choice, not a matter of chance… and that choice begins with you, our client.

We are here to be your resource & guide for all the big financial decisions in your life.  Whether it’s managing your wealth, making decisions about your estate goals, or planning for your retirement; we take these decisions very seriously. 

You deserve someone you can trust, that you know on a personal level, and who has an experienced team behind them to give you the best service & support possible. 

That’s our promise.

Our Business Is You.

No Matter The Challenge, We Put You First

That’s the principle that drives Agility Wealth Management.  We’re in the business of being there when you need financial guidance and support. Whether it’s supporting your family, growing your business, or pulling the trigger on your ideal retirement. Our approach can help.

01

A Personal Relationship

As your trusted confidants, we’re here to help you navigate through life’s challenges, big and small.

02

Customized Strategies

Backed by the resources of a 30+ team can bring to the table, we have the time and the strategies.

03

Tailored Advice

We’re not here to push you into ‘one size fits all’ solution. We believe you deserve a custom approach and more options.

Ready To Get Help?

We specialize in helping retirees manage their wealth and get the support they need on their journey to retirement. 

With our  association with Raymond James, we have “big business” stability combined with the one on one service and personal relationship you deserve.

Ready To Get Help?

We specialize in helping retirees manage their wealth and get the support they need on their journey to retirement. 

With our  association with Raymond James, we have “big business” stability combined with the one on one service and personal relationship you deserve.

Our Financial Services

What Are You Planning For?

No matter the unique challenge you face in retirement.  We have the skills and experience to help you navigate whatever your financial life throws at you.

Our Secret for Amazing Service

Meet Our Team

Paul Wood

Chief Executive Officer | Financial Advisor
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John McCann

Managing Director | Financial Advisor

JR MacClary

Managing Director | Financial Advisor

Paul Ross

Financial Advisor

Chuck Rebhan

Financial Advisor
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Eric Botwinik

Financial Advisor

Edward Lombard

Financial Advisor
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Brian Scanlon

Financial Advisor

Dave Pesterfield

Financial Advisor

Kevin Maher

Financial Advisor
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Syd Gomez

Financial Advisor

Gregory Lowder

Financial Advisor
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Amanda (Mandy) Custer

Financial Advisor
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Greg Roessler

Registered Representative

Courtney Wood

Financial Advisor
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Shaye Wood

Financial Advisor

Andrew Niklaus

Financial Advisor

Dario Zapata

Financial Advisor

Chuck Perrone

Financial Advisor

John Combs

Financial Advisor

Stephanie Lally

Operations Manager

Maribeth Sanchez

Service Assistant

Heather Smith-Spears

Client Service Assistant

Stacy Smith

Client Service Assistant

Margaret Cheek

Registered Sales Assistant

Mary Walter

Administrative Assistant

Brittney Krailler

Client Service Assistant

Kaleigh Caldwell

Client Service Assistant

Kari Steinle

Client Service Assistant