Kyle Davis Wealth Management Group | Our Services

A broad range of services
covering a lifetime of needs

Your financial needs will change over time, from acquiring wealth to planning for your later years and making your money last as long as possible while preserving a quality of life.

One constant, however, is our ability to help you pursue your goals throughout your whole life. Through the full spectrum of financial services we offer, backed by the resources of Raymond James, we can help you plan not only for a wide range of needs, but for the long succession of significant events that span your lifetime.

Asset allocation

By allocating your assets to a diverse variety of sectors and investments, we attempt to reduce the risks to your portfolio. Depending on your risk tolerance, the economic environment, your specific objectives and other factors, your portfolio may include domestic and global stocks, fixed income, real estate and alternative investments.

Asset allocation does not guarantee a profit nor protect against loss.

Asset management

Our team is here to help you manage the complexities that wealth can often bring. Our wealth management services include wealth preservation and transfer strategies, risk management, liquidity management, charitable giving and management of concentrated asset positions.

Legacy and estate planning

By coordinating our efforts with your tax and legal professionals and working closely with you and your family, we will strive to help you establish a financial tradition that can be passed on for generations.

Financial planning

Once we’ve helped you develop your unique, comprehensive retirement plan, we can take a broader look at your goals and create a plan that addresses your overall financial life.

Retirement planning

Based on the unique destination you've envisioned, and the stops you'd like to make along the way, we'll work with you to create a strategic retirement plan designed to help you reach your goals while attempting to preserve your assets.

College planning

A college education can mark the beginning of a fulfilling career path for your children or grandchildren. We can help you provide for this opportunity with investment vehicles such as Coverdell education savings accounts, 529 college savings accounts and specialized trust vehicles.

Mortgage center

Raymond James Bank is a nationwide lender offering a full complement of residential first mortgages. The bank was an early pioneer of nationwide branchless banking, offering lending products through its sister company’s network of financial advisors. We have perfected this process to deliver personal one-on-one service that is convenient for you. To read more about the bank’s mortgage center, click here.

Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank, N.A., member FDIC. Unless otherwise specified, products purchased from or held at affiliated Raymond James Financial, Inc. companies are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, are not guaranteed by Raymond James Bank and are subject to investment risks, including possible loss of the principal invested. Products, terms and conditions subject to change. Subject to standard credit criteria. Property insurance required. Flood insurance may be required.

Insurance planning

Insurance can help protect you from the unexpected and plays a vital role in your comprehensive financial plan. We can provide a wide range of quality insurance alternatives, including life and long-term care insurance, that can offer safety for you, your family and business.

Stock options

Your firm has recognized the contributions you have made to its performance and success by granting you options to purchase company stock. Stock options can help you develop a meaningful investment portfolio quickly. That is why the decisions you make regarding your stock options, such as timing the exercise, how to complete the transaction and choosing to hold or sell the acquired shares, should be considered carefully.

Freedom Account

The Freedom Account is a diversified investment portfolio that has been constructed by the Asset Management Services team at Raymond James based on the risk tolerance and investment goals you’ve shared with your financial advisor. This institutional-grade portfolio can include dozens of carefully examined portfolio options and multiple investment vehicles or combinations, including mutual funds, exchange-traded funds and separately managed accounts.

Investors should consider the investment objectives, risks, and charges and expenses of mutual funds and exchange traded funds carefully before investing. The prospectus contains this and other information about these investments. The prospectus is available from the Kyle Davis Wealth Management Group and should be read carefully before investing.

Investment banking

Raymond James is a full-service investment bank with national and international capabilities. Comprised of more than 500 capital markets professionals, Raymond James is one of the most highly regarded middle-market equity offering and advisory practices in investment banking today.

Tax planning

We take a tax-sensitive approach to financial planning and work year-round with you and your other professional advisors – accountants, tax attorneys – to help minimize the impact of taxes.