Sophisticated wealth management

Your trusted guides for more than just managing money

Our goal is to care for you and your financial well-being with a high degree of attention and service—to help not only accommodate your needs, but also to anticipate and proactively address them. Our services include:

For Business Owners

  • Small Business Financial Plans
  • Tools for Acquiring and Retaining Key Employees, including
    • Retirement Plans
    • Employee Stock Ownership Plans
    • Healthcare Plans
  • Business Exit Strategies
  • Plans for Protecting the Business, including Insurance Plans
  • Making a Difference: Charitable Giving

For Women

  • Planning for the stages in life
  • Navigating the world of elder care
  • The lifecycle of running a small business
  • Charitable Giving
  • Estate Planning: Wills, Trusts
  • Understanding life, disability, and long-term care insurance
  • Education in making sound investment decisions

For Retirees

  • Retirement Income Plans
  • Social Security Optimization
  • Pension Advice
  • Estate Planning: Wills, Trusts
  • Tax Planning
  • Navigating Medicare
  • Education regarding life, disability and long-term care insurance
  • Charitable Giving

Raymond James is not affiliated with the above organizations and/or charitable causes.

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Sophisticated wealth management

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Sage Financial Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.

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