Clients come first with 1816 Wealth Management Partners of Raymond James. Our team connects with every client to get to know you personally to understand what’s happening in your life.
- That’s how we can be most helpful by extending an empathetic hand to address the tough issues you face
- That’s how we can be proactive in communicating with you.
Agreed-Upon Schedule of Meetings
You gain an agreed upon schedule of meetings – based on your expectations – and a structured review process.
Continual Communication
Through various media clients receive continual communications tailored to your needs.
Suppose you have an urgent question that demands an immediate reply? Through our team approach to service, each team member is committed to spending whatever time is necessary to help answer your questions.
We gain energy as we:
- understand you and your needs and desires,
- provide you with new ideas that will help you advance toward your desired goals,
- keep you informed about your portfolio, and
- bestow superior service on every client.
We invite you to meet with us to enjoy our compassionate service firsthand.
