In today’s marketplace for professional services, a competitive edge is more critical than ever. Rather than do business with multiple firms, many successful individuals are seeking out single firms that can coordinate a broad array of financial services.

For CPAs and other professionals in our area, we offer referral and networking relationships with our firm. By integrating our comprehensive array of wealth management services with your business, you can offer your clients a value-added benefit that sets you apart from the competition.

A strategic partnership with us enables you and your clients to build on your existing relationship of trust and confidence while creating a cohesive approach to the management of their wealth. As needed, we can also coordinate with your clients’ other financial and legal advisors for a fully integrated plan. We can assist you and your clients in many areas including:

Retirement planning and estate planning,
Investment portfolio design and management,
Pre- and post-divorce consultation, often in collaboration with family attorneys,
Tax planning,
Succession planning for business owners,
Corporate stock option execution and other services for corporate executives, and
Trust services geared to protecting assets for future generations.

Raymond James does not provide tax or accounting services.

A Professional Networking Opportunity