High net worth
Affluent individuals and families
From navigating the day-to-day concerns of substantial wealth to preserving a legacy that can last generations, the financial needs – and possibilities – of successful families are unique. Our team offers the specialized experience and personal support to help you and your family move toward the future as you see it.
The comprehensive financial planning services we can offer you include:
- Net-worth analysis
- Cash flow planning
- Strategic asset allocation
- Retirement planning
- Traditional IRAs
- Roth IRAs
- Qualified retirement plans
- Education planning
- Education savings accounts
- 529 college savings plans
- Custodial accounts
- Trust and estate planning
- Insurance and annuities
- Liquidity and cash flow strategies
- Tax planning and liability management
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
Banking and lending services provided by Raymond James Bank, member FDIC, affiliated with Raymond James & Associates, Inc.
Insurance products offered through Raymond James Insurance Group, an affiliate of Raymond James & Associates, Inc.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.