Tailored service, disciplined strategies, committed guidance
What makes Bespoke Capital Advisors different?
- Raymond James has been a financial planning firm for more than 50 years.
- We are able to coordinate all of your investment banking, financial and estate planning and investment and risk management needs.
- We do not offer proprietary mutual funds or hedge funds, thus avoiding a significant conflict of interest.
- Our overall fees are very competitive.
- Our team has combined experience of over 30 years and strong business education, including degrees in business, finance, economics, MBAs and law degrees.
- Our team consists of three Certified Financial Planner™ professionals (CFP®), two Certified Exit Planning Advisor (CEPA), a Certified Private Wealth Advisor® (CPWA®), an Accredited Asset Management Specialist℠, a Wealth Management Specialist, and a Financial Paraplanner Qualified Professional℠ (FPQP®) and insurance, banking and trust consultants.
- We help with referrals to a select group of tax advisors and estate planning attorneys.*
- We provide immediate response to your transaction and order requests and same-day response to your general questions and service needs.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
AAMS®, Accredited Asset Management Specialist℠are trademarks or registered service marks of the College for Financial Planning and are awarded to individuals who successfully complete the College’s initial and ongoing designation requirements.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
