We spend our days deep in the details of investing to provide crafted solutions. Asset Management Services, available exclusively through Raymond James advisors, provides fee-based accounts that unlock access to specialized money managers and strategies, as well as more traditional managed portfolios. They also provide a gateway to a variety of wealth management solutions at Raymond James – solutions to help your money work for you. Our goal is to help provide solutions for the complexities, leaving you more time for your passions. Our team uses an established, proactive due diligence process to help ensure the managers who are invited to our platform have maintained their standards of excellence over time. We partner with seasoned research teams that cover individual securities, fixed income, mutual funds, futures and options strategies and cash management solutions.

Understanding risk can be a complex concept and balancing the amount of risk with the right types of insurance can be stressful and very expensive. We provide decades of expertise on how to balance risk with insurance by partnering with a large number of top firms across the nation that use both seasoned, proven solutions as well as new, state-of-the-art products that can function as multiple coverages for catastrophic events in your life. As your experienced guide, we audit your risk, educate you on the types of risk that your financial plan carries, and help by managing your existing insurance portfolio or by suggesting new ways of reducing costs. This is all accomplished with a priority placed on educating you and simplifying the process of auditing your risks on a regular basis. We also specialize in helping executives, business owners, and professionals with more complex solutions such as buy/sell arrangements, key person insurance and deferred compensation programs.

Understanding how investments are taxed is a key planning technique we utilize to provide a more efficient plan for the long term. We pay close attention to tax rules today and apply this knowledge toward building a more efficient portfolio. By working closely with a network of CPAs and accountants, or by partnering with your long-time tax professional in a collaborative manner, we are able to keep more money in your pocket by reducing taxes, expenses and time spent on updates to your plan. Whether your plan is more sophisticated in its approach or simple in character, we pay close attention to building a portfolio that keeps tax efficiency at the top of the priority list.

Protecting your hard-earned portfolio doesn’t just stop with a robust estate plan. It requires ongoing monitoring of HOW you own your assets and partnership with top-rated legal firms that balance immediate protection with long-term planning for the future. We prefer to work closely with your legal team or can introduce you to trusted colleagues that we’ve worked with for years – all in an effort to balance planning for the future with keeping costs low and simplifying your plan. We monitor your overall portfolio and financial plan by regularly checking beneficiary designations, changes in federal and state estate planning laws, and suggesting updates to your documents. As a Chartered Financial Consultant ® and Certified Financial Planner ®, we have experience with inheriting assets, planning for generational wealth transfer, and how to efficiently protect assets from creditors or governmental agencies like Medicaid through collaboration with legal experts and partners. Whether you need to protect your business from creditors or specific property from liabilities, having the right team in place can ensure documentation and planning is manifested in a robust team approach.