Caliber Wealth Management is an Amarillo, Texas financial advisory practice affiliated with Raymond James Financial Services. The firm serves families and individuals, healthcare professionals, people approaching or living in retirement, and women investors. Its approach centers on understanding each client’s goals, time frame, financial circumstances, and comfort with risk rather than relying on an off-the-shelf investment program.

Caliber offers financial planning and investment management alongside business, education, retirement, and longevity planning. Its services also include portfolio management, risk management, and guidance on estate planning, trusts, and charitable giving. The team helps business owners consider succession or sale, and supports clients in planning for income, wealth preservation, and future generations. Investment options described by the firm include equities, fixed income, annuities, mutual funds, exchange-traded funds, alternative investments, managed accounts, structured products, and options. Raymond James Freedom portfolios are also available, using a disciplined process and professional investment management. Based in Amarillo, the firm emphasizes personalized guidance, ongoing communication, and coordinated planning across the different aspects of clients’ financial lives.