Creating a Wealth of Opportunities

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SERVICES

We offer a full menu of services to help you manage all aspects of your financial life. These include:

INVESTMENT CONSULTING: Successful investment management should produce optimal returns while keeping your ultimate goals and individual risk tolerance in mind. Related services include:
  • Risk assessment
  • Allocation/portfolio performance analysis
  • Investment policy development and review
  • Investment management oversight
  • Progress reporting

Wealth Enhancement: We’ll help you manage the cash flow from your investments while creating plans designed to minimize the tax impact. We can also assist with retirement planning, putting your investments and assets to optimal use.

Wealth Protection: Working with a team of professionals, we address concerns you may have with regards to protecting against catastrophic loss, potential creditors, litigants, children’s spouses, potential ex-spouses and identity thieves.

Wealth Transfer: We will assist in finding and facilitating the most tax-efficient way to pass assets to your spouse and/or succeeding generations, all while keeping your personal wishes in mind.

Charitable Giving: We’ll guide you toward finding the most impactful means for fulfilling your charitable goals and planning for your legacy.

RELATIONSHIP MANAGEMENT: Our advisors coordinate with an extensive network of legal, insurance and tax professionals, helping you find appropriate solutions for and implement the components of your individual wealth management plan.

FEES

At Webb Investment Services, we realize that everyone's circumstances are unique, so we work primarily on an advisory fee basis. In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV 2A Brochure as well as the client agreement.



Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Webb Investments is independent of Raymond James. 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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