The full capabilities of a family office for the total coordination of your financial life

The complexities of wealth require more than just a typical advisory relationship. There are complicated financial situations that demand sophisticated strategies and solutions. Major liquidity events and multigenerational wealth transfers require more than just rudimentary knowledge. And there are critical financial decisions that must be vetted by seasoned wealth advisors.

Just as it’s important to have a team of professionals across a wide range of financial disciplines, it’s also crucial to have a point person to coordinate it all – one who is committed to you, knows your needs and is looking out for your best interest. It all comes together here at Reliant Wealth Solutions with the support we receive from the home office of Raymond James.

Trust Services

11/21/2021
Guidance on trusts designed for wealth preservation and transfer
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Banking & Private Wealth Lending

11/21/2021
A full complement of lending and cash management strategies
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Charitable Solutions

11/21/2021
Charitable vehicles for gifting in the most tax-efficient manner
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Insurance Planning

11/21/2021
Insurance solutions designed to provide an important layer of safety
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Ultra-High-Net-Worth Estate Planning

11/21/2021
Strategies for effectively transferring wealth across generations
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Our Investment Committee

11/21/2021
A well-documented and disciplined team approach to investing
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Institutional Investment Solutions

11/21/2021
Investments including private equity funds and alternative investments
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Executive Compensation Services

11/21/2021
Strategies from stock option planning to restricted stock management
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Serving CEOs, company founders and co-founders

Serving those with high net worth and ultra-high net worth

A highly capable team coordinating every detail

Comprehensive guidance from a collaborative team

Phillip Lavalle

Phillip

Lavalle, CFP®, CIMA® President & Founder, RWS Branch Manager, RJFS
ME Castillo-Hansen

M.E.

Castillo-Hansen Client Services Associate, RWS Branch Professional, RJFS
“We provide sophisticated solutions that are personalized and backed by experience.”
Phillip Lavalle, CFP®, CIMA®; President & Founder, RWS; Branch Manager, RJFS
Your family office

© 2021 Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Reliant Wealth Solutions is not a registered broker/dealer and is independent of Raymond James Financial Services. Legal Disclosures | Privacy policy | Terms of Use

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