Here for you on your terms

Wealth Management is a combination of three factors: Investment Consulting, Advanced Planning and Relationship Management.

INVESTMENT CONSULTING

Management of all investment elements to help maximize the probability of clients achieving all that is important to them. This includes portfolio performance analysis, risk evaluations, asset allocation, assessment of impact of costs, assessment of impact of taxes, and an investment policy statement. 

ADVANCED PLANNING

  • Wealth Enhancement - tax mitigation and cash flow planning
  • Wealth Transfer - transferring wealth effectively
  • Wealth Preservation - risk mitigation, legal structures and transferring risk to insurance company
  • Charitable Giving - maximize charitable impact

RELATIONSHIP MANAGEMENT

We believe it is important you are comfortable with the people you choose to handle your most personal financial decisions. We conduct regular progress meetings to be sure we are adapting to your changing life.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

Get experienced insight For the exit and beyond

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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

© 2022 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use