A full range of services to address your needs

Adler, Levy, Jee & Lubin Wealth Management of Raymond James began in 1987. Our team has grown as has our
experience in serving individuals and families of all ages, not-for-profits, and corporations.

Our team has a depth of complementary expertise in financial planning and estate management as well as a
strong network of professionals to support our clients’ needs

  • Goal Planning & Monitoring
  • Retirement Income & Cash Flow Strategies
  • Long-Term Care & Life Insurance
  • Education Planning
  • Social Security, Medicare & Health Care Strategies
  • Lending Solutions
  • Annual Strategy Meetings
  • Charitable Planning
  • Wealth Transfer Strategies
  • Legacy Estate Planning
  • Beneficiary Review & Asset Titling
  • Trust Services
  • Coordinate Family Meetings
  • Asset Allocation Strategies
  • Investment Policy Statement
  • Risk Management Strategies
  • Equity and Fixed Income Management
  • Cash Management
  • Quarterly Performance Reviews
  • Aggregation of Accounts
  • Capital Gain Recognition Strategies