Wealth Management
Consulting individuals, families and trusts on financial matters ranging from retirement, education and estate planning to asset allocation.
Primary investments recommended to meet your goals include:
- Stocks
- Bonds
- Mutual Funds
- Alternative Investments (Hedge Funds, Commodities, Equity-Linked Notes)*
- Private Money Managers ( $500,000 min. )
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*Alternative investments (hedge funds, commodities, equity-linked notes) involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. |
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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