Significant wealth demands a disciplined process

Whether it’s a plan for a family to use in pursuit of important financial goals or retirement dreams, or a strategy to be used by an organization in order to meet critical investment obligations, we use a detailed process, combined with our use of financial forensics, to provide a disciplined way to identify and map a detailed strategy for moving forward.

Using financial forensics, we identify and document the details we’ll use as the foundation for your plan. Through this first step we will build a clear understanding of what your goals are, what your current financial situation looks like, and your investment experience and risk tolerance. As part of our discussions, we also make you aware of our capabilities and explain how strategies we put together can help you meet your objectives.

We will analyze what you’ve shared with us in order to design your plan. This step has many facets as we start with a broad look and work our way deep into the details.

For individuals, this step may include collaborating with your other professional advisors such as your accountant and lawyer. This helps ensure no stone is unturned in regard to your financial life, and that your plan will work for you in a cohesive way.

For institutions, this step can include the thoughtful selection of asset classes and allocation appropriate for your institution and investment policy. We also identify the need for active versus passive investing and look at specific considerations like spending policies.

When complete, we will present you with our recommendations, answer your questions, consider alternatives and outline the steps we need to take for implementing your plan.

With your approval, we execute your customized strategy using the extensive research and resources available to us through Raymond James. This involves the rigorous analysis and selection of specific account types, investment products and services best suited for your situation. During this step we also handle all the necessary paperwork to move your plan forward.

Once your plan is implemented, we continually monitor its progress relative to your defined objectives. This is key in helping ensure your goals and investments are aligned.

For individuals, we’ll provide ongoing reporting of your account activity and conduct periodic reviews. We will proactively – and consistently – suggest changes as your life evolves and investment opportunities change. Though we will know you well, we’ll still depend on you to let us know of significant changes in your life so we can adjust your plan as needed to help keep you on track to meet your goals.

For institutions and organizations, we monitor your investment plan and provide ongoing support. This includes everything from performance reporting and research to due diligence and education for fiduciaries. We’re here for all the aspects of institutional consulting and plan management.

  • Creating a plan that is uniquely yours
    We dig deep into the details to make sure it is exclusive to you.
    Learn more
  • Matching the drive of those we serve
    We serve families and institutions that require complex solutions. We deliver.
    Learn more
  • The skills and capabilitiesyou deserve
    Our team’s level of expertise and experience aligns with the needs of affluent investors.
    Learn more
Honor bespeaks worth. Confidence begets trust. Service brings satisfaction. Cooperation proves the quality of leadership.
James Cash Penney
boston capital wealth management of raymond james
225 Franklin Street
Boston, MA 02110
TF: 888.792.8408
F: 855.573.5250
Map and Directions
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 our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Privacy Policy