The services to address all of life’s priorities

Your financial needs change over time, from accumulating wealth to planning for retirement to making your money last. One constant, however, is our ability to help you pursue your goals throughout your life. Through the full spectrum of financial services we offer, 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.

Wealth planning

We employ a disciplined and coordinated approach to address all the issues that often accompany the accumulation of wealth, from capital preservation to building a legacy. It is customized to your needs and preferences, and designed to bring cohesiveness to all your important financial matters.

Investment planning

We will customize a personal investment strategy based on your objectives, time horizon and risk tolerance, then evaluate your current holdings and allocate your assets in a diverse variety of sectors and investments designed to increase the likelihood of generating a consistent return over the long term.

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

Asset allocation

By allocating your assets to a diverse variety of sectors and investments, we attempt to increase the likelihood of generating a more consistent, positive return over the long term.

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

Retirement planning

Wherever and however you see yourself enjoying your retirement, we can develop unique savings and distribution strategies to help ensure you enjoy it for a long time.

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College planning

Giving your child or grandchild greater opportunity can be one of the most rewarding aspects of success and one of the most important elements in your financial plan.

Tax planning

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

Please note: changes in tax laws or regulations may occur at any time and as financial advisors of Raymond James, we do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Estate planning

Whether it’s providing income for a spouse, educating children or grandchildren or leaving money to your favorite charity, estate planning can help ensure that your assets are designated for the use you have intended. We offer strategies designed to efficiently manage the transfer of wealth and mitigate tax issues.

Investment banking

Through Raymond James, we can offer you access to capital-raising solutions with national and international capabilities. Raymond James is one of the most highly regarded middle-market equity offering and advisory practices in investment banking.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.

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