A full range of services to address your needs

Adler, Levy, Jee & Lubin Wealth Management of Raymond James began in 1987. Our team has grown as has our
experience in serving individuals and families of all ages, not-for-profits, and corporations.

Our team has a depth of complementary expertise in financial planning and estate management as well as a
strong network of professionals to support our clients’ needs

FINANCIAL PLANNING
  • Goal Planning & Monitoring
  • Retirement Income & Cash Flow Strategies
  • Long-Term Care & Life Insurance
  • Education Planning
  • Social Security, Medicare & Health Care Strategies
  • Lending Solutions
  • Annual Strategy Meetings
WEALTH MANAGEMENT
  • Charitable Planning
  • Wealth Transfer Strategies
  • Legacy Estate Planning
  • Beneficiary Review & Asset Titling
  • Trust Services
  • Coordinate Family Meetings
INVESTMENT MANAGEMENT
  • Asset Allocation Strategies
  • Investment Policy Statement
  • Risk Management Strategies
  • Equity and Fixed Income Management
  • Cash Management
  • Quarterly Performance Reviews
  • Aggregation of Accounts
  • Capital Gain Recognition Strategies

Please let us know how we may help you.

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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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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