Helping women investors make the most of all life has to offer

Wellness Planning

We can serve as your center point, helping you consider every facet of a long and happy life – including healthcare, housing and caregiving. Hulling Wealth Management offers to you both Broadspire® and PinnacleCare at a discounted rate.

Elder Care Managers

Through their holistic approach, Broadspire® can help successfully address the many challenges involved in caring for aging or disabled loved ones. They do this by taking on responsibilities such as interviewing and screening in-home caregivers, hiring contractors for home modifications, attending and coordinating medical visits, planning outings, visiting clients to celebrate special occasions and more.

If necessary, the care managers at Broadspire® can also help you choose the best nursing home or extended care facility for your loved one. They’ll help facilitate this challenging task by reviewing credentials and touring the facility with you, determining suitable payment options and coordinating all the paperwork. Broadspire® is devoted to acting in the best interests of its clients.

A Suite of Advocacy Services

Members of Broadspire® can depend on their care managers to assist them with every aspect of their loved one’s care. As health advocates, they provide:

  • Onsite assessment and recommendations
  • Ongoing care coordination
  • Crisis management
  • Family guidance and education
  • Environmental safety analysis

In addition to serving as health advocates, Broadspire® also specializes in financial advocacy by offering clients assistance with state and federal benefit applications as well as family education on helping prevent predatory behaviors. Their other specialty services include:

  • Medical coordination
  • Medication management
  • Monitoring services
  • Transition services
  • Home life enrichment


  • Help you better understand your diagnosis and treatment options
  • Collect, organize and review your medical records
  • Identify a top medical expert to confirm the details of your diagnosis and determine appropriate treatment options
  • Facilitate and schedule your appointment
  • Coordinate the transfer of medical records for review prior to your scheduled appointment
  • Follow up with you to ensure you are on the right path

When you become  a member of PinnacleCare, you can expect to have your most pressing medical questions carefully addressed. Questions such as: Is my diagnosis correct? Which doctors are best for me? Is surgery necessary for my condition or is there an alternative option? Which facilities have been shown to offer the best outcomes? As a Raymond James client, you’re eligible for a PinnacleCare membership for $225 a year, or $395 a year for you and your family. Coverage is effective 30 days after enrollment.

Raymond James does not provide tax or legal advice. Please discuss these matters with your tax or legal professional.

Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.