Custom and sophisticated personal wealth planning
Planning is our specialty and we are focused on helping clients find resolution to even the most complex financial scenario. Nothing is done in a cookie-cutter fashion, as each situation has its own unique characteristics and requires an individualized strategy and process.
Everything we do is truly tailored to each client’s specific needs. It includes helping them through a retirement plan or addressing intricate matters such as complex estate planning, multigenerational wealth planning, credit analysis and structured credit opportunities.
Our clients often have their finances dispersed among many different places and are looking for experienced financial guidance to bring them all under one umbrella and have an overarching strategy to pursue their goals.
We often collaborate with our Raymond James corporate partners to complement our own deep strategizing and problem-solving abilities. Through our guided care, our clients’ needs become the central part of a larger team discussion and collaboration toward strategic solves.
It’s common for our clients to participate in this process and interact with Raymond James home office professionals.
We will unify all of the essential financial matters in your life, with well-reasoned advice that includes tax strategies, estate planning, credit management, business exit strategies and mitigating the tax side of liquidity events.
As our client, you can be confident in knowing that we will make good decisions in developing and executing a cohesive financial plan on your behalf.
The specialized planning we offer incorporates everything from risk management to estate planning, charitable giving strategies to trust services.
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Our disciplined planning process accounts for your short- and long-term goals, your tolerance for risk and your stage of life, while also keeping a watchful eye on today’s complex domestic and global markets.
The result is a financial plan that is as dynamic, vibrant and enduring as the lifetime of achievement it represents. Simply put, we believe our business is people and their financial well-being, and we are as committed to your success as you are.
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You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.
We can work with you to properly value your business, create a succession plan designed to maximize its financial potential, and address the details essential to all parties concerned. Alongside other professionals such as your tax professional and attorney, we work to develop a comprehensive picture – legal, structural, operational and financial – of your business. Together, we ensure your interests are well represented as you transition out of your business and move on to the next stage of your life.
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One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects. As your experienced guide, we assess where your risk lies and determine your level of comfort with it, exploring what actions and plans to put in place to provide the level of protection you need and deserve.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
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One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.
Having an estate plan to control the distribution of your assets benefits everyone – you, your family and the causes you care about – and can help mitigate potential pitfalls in the future. Our experienced team has the resources to assist your attorney and CPA with a personalized plan that not only protects your assets but also helps you share your wealth with the people and charities you care about most.
Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.