Our professional network stronger together

When clients expect more comprehensive and personalized service in pursuing their goals, you want to deliver. The team at Lockwood Wealth Management of Raymond James can help. We regularly collaborate with professionals to provide holistic financial planning, including CPAs, attorneys, sports agents and pension plan administrators. In this way, our approach resembles an outsourced family office, with a collaborative effort across tax planning, estate planning, investment management, insurance planning and business advisory services. Typically this level of service – one that offers a broad reach in helping to solve a myriad of issues – is out of reach to all but ultra-high-net-worth families. But because we work in collaboration with other professionals, we are able to help provide this comprehensive approach for our clients.

When you develop a strategic relationship with our financial advisory team, you and your clients will benefit from our extensive wealth management experience and the vast resources and steady strength of Raymond James. For example, we can collaborate through regular reviews of a client’s financial position to proactively plan for changes in tax laws or estate laws, a business sale, a liquidity event, etc. We are then able to bring in key individuals, like subject matter experts and specialists from various departments of Raymond James, who help us serve you as our strategic partners in wealth management, portfolio strategies, retirement planning, estate planning, charitable planning and investment banking.

In this manner, we can potentially bridge any gaps and address challenges in the moment. By combining the talents and subject knowledge of diverse professions, we provide the holistic and proactive service clients have come to expect. To learn more, contact us at 312.869.6116 or daniel.lockwood@raymondjames.com.