With the full resources of Fischer Wealth Management and Raymond James Financial Services, a multinational financial services firm, along with the support of our team of specialized professionals, we can provide targeted solutions regarding the complexities of efficiently managing your wealth. Our solutions focus on the seamless, coordinated management of significant wealth, including:
Our objectives are to preserve your wealth, achieve a reasonable rate of return, and counter the erosive effects of inflation and taxes. We know that a proper asset allocation among cash, equity, fixed-income securities and alternative investments can be an effective way to pursue investment goals. We believe the formula for investment management should include the key components of skilled investment research, long-term planning and a well-managed professional relationship.
Asset allocation does not guarantee a profit nor protect against loss. Alternative Investments are not suitable for every investor. They involve substantial risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.
Whether it’s providing income for a spouse, educating children or grandchildren or leaving money to your favorite charity, proper estate planning can ensure that your assets accumulated over your lifetime are protected and preserved for the use you have intended.
Charitable giving cannot only help the organizations you choose, but can also generate personal tax benefits and advance your wealth management plan. We can help you with solutions that include private family foundations, charitable trusts, charitable gift annuities, pooled-income funds and donor-advised funds.
Raymond James and its advisors do not provide tax or legal services. Please discuss these matters with the appropriate professional.
Through Raymond James, we offer personal lines of credit*, investment accounts with check writing, online bill payment, enhanced reporting and more. We also can assist you in evaluating short-term interest-bearing instruments such as brokered certificates of deposit, and cash sweep options.
*The personal line of credit is through a margin account, which may not be suitable for all investors. Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James Financial Services, Inc. is affiliated with Raymond James Bank, N.A., a federally chartered national bank. Unless otherwise specified, products purchased from or held at Raymond James Financial Services are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, are not guaranteed by Raymond James Bank and are subject to investment risks, including possible loss of the principal invested.
In addition, we are proficient in specialized planning for a variety of specific needs, including those of business owners, corporate executives, individuals with concentrated equity positions, individuals or families who have experienced significant wealth events and families concerned with the care of special needs loved ones.
Our “by invitation only” for you and your family.
As an individual, you are unlike any other. As a firm, so are we. That's why a day well spent with you is so important to us.
Life well planned begins with a day well spent. Clients and prospective clients with portfolios of at least $1.5 million are invited to an exclusive visit to the Raymond James international headquarters in St. Petersburg, Florida, for a customized day. It’s an excellent way to get to know us and evaluate our capabilities firsthand and to experience the corporate history and culture of Raymond James.
