Strategies and support that run deep

When you work with us, you not only benefit from our knowledge, experience and guidance, but from very specialized and robust resources that are just a phone call or visit away at Raymond James international headquarters in St. Petersburg, Florida. We connect with these nuanced teams on your behalf as they relate to your unique needs and goals.

Addressing the complexities of wealth management requires a team of specialists and customized advice. Acting as an extension of our team, the professionals in this group have robust credentials and diverse skill sets to supplement the advice we provide.

Whether helping provide scalable solutions around retirement, sophisticated advice for high-net-worth needs or addressing the evolving needs of retirement plan sponsors, these collaborative consultants include attorneys, tax professionals, strategists and analysts. They contribute to our targeted advice and analysis across four core areas of wealth management: portfolio management and planning, risk management, cash management and lending, and estate and charitable planning.

Raymond James does not provide tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Our clients want comprehensive and integrated solutions. That’s why we partner with Raymond James Bank, a subsidiary of Raymond James Financial since 1994, through which we can provide corporate banking products, and deposit accounts to clients. The bank also partners with other institutions for commercial loan business, focusing on credit products that meet its rigorous underwriting and credit standards.

Learn more about Raymond James Bank »

Additionally, Raymond James’ skilled trust advisors – attorneys, CPAs and trust experts – have extensive experience in administration and operations. Through Raymond James Trust, a subsidiary of Raymond James Financial, we offer complete personal trust services, including serving as trustee or as an agent or custodian for individual trustees. Raymond James Trust also serves living trusts, charitable remainder trusts, life insurance trusts, specialty trusts and IRA rollover trusts.

When working with nonprofits, foundations and endowments, we often partner with Raymond James Institutional Consulting Services (ICS). Following a clearly defined, disciplined process, we work with them to help with all aspects of investment consulting, including:

  • Investment Policy Review and Development
  • Asset Allocation Guidance
  • Investment Search and Selection Assistance
  • Performance Reporting
  • Research and Due Diligence
  • Services and Education for Fiduciaries

A personal investment in our relationship with you, this unique opportunity to visit Raymond James gives you a deeper understanding of the firm’s storied culture and provides collective insights targeted to your goals.

Experience thought-provoking meetings with firmwide specialists and senior management with a customized agenda and face-to-face interaction.

Learn more about By Invitation Only visits »

*Please note that this invitation is reserved for clients or prospects with a minimum of $1.5 million in investable assets.

Whether helping ensure the right funds are available for donation or setting up an overall giving plan, we can make sure your income and estate tax benefits are working for you throughout the process. We have access to options such as donor-advised funds, pooled income funds and charitable gift annuities that can be considered as part of your comprehensive financial plan.

Learn more about Charitable Giving »

Learn more about Donor Advised Funds »

Through deep industry expertise and full-service investment banking capabilities, we can provide you with forward-thinking and results-driven strategies to help take your business to the next level. The investment banking team focuses on industries that include: consumer and retail; financial services; industrials; security, defense and government services; transport and infrastructure; energy; health care; real estate; and technology and services.

Since insurance helps protect you in case of accident, illness, disability or death, it plays a crucial role in your comprehensive financial plan. Through Raymond James, we can provide a wide array of quality insurance alternatives that can offer an important layer of safety for you, your family, your business or your organization. We can help you build a protective cushion with life insurance, preserve your estate with long-term care insurance and combine protection and tax-advantaged growth opportunities with annuities.

Guarantees are based on the claims-paying ability of the insurance company.

Through Raymond James, we can offer full-service asset management for those who prefer to utilize the skills and expertise of professional money managers. A comprehensive process helps match your unique goals and risk tolerance with an asset allocation model that’s right for you – from capital preservation to asset growth designed to meet your long-term goals.

We truly love our clients, and hope they love us back.

Beacon Hill Wealth Services