Sophisticated wealth management to serve your individual needs

We are pleased to announce that we have formally joined Raymond James to launch the Israel Group: a specialized platform and team focused on providing dedicated global Wealth Management services to ultra-high net worth and high net worth clients.

Raymond James is a global independent financial services firm providing financial services to individuals, families, corporations, and foundations, through its subsidiary companies that engage primarily in investment and financial planning, in addition to investment banking and asset management. 

In the years since its formation in 1962, the firm has grown to become a leader in its industry, dedicated to and driven by a focus on independence, integrity, conservative risk management and always putting clients first.

Raymond James & Associates, Inc. is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF) which has total client assets of $1.48 trillion as of 6/30/2024.

Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial (RJF) stock.

Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.


Make the most of yourself by fanning the tiny, inner sparks of possibility into flames of achievement.
Golda Meir