A personalized approach to managing wealth
Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, we’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And we’ll do the same for you.
We can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.
Services we offer
Estate, Charitable Giving & Trust
One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.
Investment Management
As your dedicated financial guide, we carefully develop an investment strategy for you based on your unique goals and needs using institutional-quality portfolio options. Managed by a seasoned team of professional investment managers, Raymond James Freedom portfolios employ a disciplined, systematic process to manage risk and return – all backed by award-winning research and due diligence.
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
News & resources
Inflation math inconsistent with economic math in Q1 2024
Consumers are becoming more discerning
Four ways to teach your kids about business
Set them up for professional – and personal – success.
Tax-advantaged accounts: A powerful addition to your financial plan
More retirees crossing state lines – here’s where they’re going
Florida drew more retirees than any other state.
Don’t fear the language – understand it
Protecting your business from the loss of a key contributor
Key person insurance can help you maintain business continuity.
Five key takeaways from earnings season
Is this the calm before the storm? Preparing for a busy data week
Keep it in the family: succession planning for franchise owners
How a clear succession plan helps ensure generational continuity.
An elevated advisory experience
- J. Clifford Foster IV
- 5820 Patterson Ave Ste 100 Richmond, VA 23226-2537
- T 804.225.1100
- TF 800.742.3850
- F 804.225.1123
- Map & Directions
- Map & Directions
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.
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