Collaboration with other professionals
Comprehensive wealth management encompasses more than the managing of investments and includes areas such as estate planning, tax strategies and risk management. Since these are areas that involve diverse expertise, we see the benefit in working together with outside advisors in accounting, law and insurance. We can collaborate with your current advisors or refer some we recommend. In our view, such collaboration helps in seeing the big picture and ensuring that every matter is being addressed.
Raymond James does not provide tax services. Please discuss these matters with the appropriate professional.