Pragmatic Wealth Management for Affluent Individuals
Your time has been spent building your career, accumulating wealth, and, for many, raising a family. But it’s also the time you should be thinking about your financial future, strategically planning for the years ahead when you may need to pay for college educations or finance your retirement. Our financial planning team covers a broad array of services and expertise to help you create a comprehensive, holistic financial plan that takes into account your assets, liabilities, savings, taxes, estate planning and charitable giving needs.
Services Include
- Wealth & Investment Management
- Banking & Lending Solutions1
- Insurance & Annuities2
- Legacy Planning
- Wealth Transfer
- Risk Management
1Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc. Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.
2Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
