We work with people Who want to know how things work
We’ve found that people who do work that requires them to dive deep and think even deeper want to do the same when it comes to their finances. That’s why education and collaboration are key elements of the way we work with clients.
Tech & Biotech Professionals
We delve into their financial data and personal stories and create streamlined plans, designed to help build wealth from the ground up. This process includes developing customized strategies for key wealth factors, including:
- Tax efficiency
- Stock option and grant diversification
- Concentrated stock positions
- 10b5-1 plans
- Efficient plans & portfolios, built collaboratively.
We support everyone we serve with a full range of investment planning and wealth management services supported by the strength and specialized teams at Raymond James.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
