In our experience, most successful attorneys clearly recognize the importance of tax and estate planning, portfolio diversification, and other aspects of personal financial management. Like their clients, they've accumulated a significant amount of wealth and want to optimize its value. But with the pressures of trial schedules, running their practices and keeping abreast of changes in the law, they prefer to entrust the management of their wealth to financial planning professionals.
In providing the specialized services attorneys need, we have the experience, knowledge and resources to:
- Create, implement and monitor a comprehensive financial plan designed to maintain your present lifestyle while preparing for a comfortable retirement and a meaningful legacy;
- Manage your personal and business assets in a way that optimizes their value and mitigates tax liability;
- Plan for the disposition of your practice when you retire;
- Make provision for your family’s financial well-being in the face of the unexpected, such as illness or disability;
- Build and preserve your wealth for future generations; and
- Manage and rebalance investments on an ongoing basis to help smooth out market fluctuations.
Utilizing Raymond James’ due diligence expertise and nationally recognized equity research, we offer our clients access to a broad array of carefully selected and thoroughly monitored securities. As part of your comprehensive financial plan, we’ll structure a customized investment portfolio that combines a proactive, results-oriented approach with a conservative level of risk.
Personal wealth management shouldn't be a trial. Contact us today to discuss how we can help you grow, manage and preserve your wealth.
