Dedicated to delivering world-class service

You should never be asked to compromise when it comes to the management of your wealth – whether you are an individual seeking preservation of your family’s valuable assets or one tasked with overseeing the fortunes of a business. That is why we’ve committed ourselves to the task of providing service that is capable of achieving your full satisfaction. You’ll see it in the details of your financial plan. You’ll feel it in the way we attend to your requests and concerns. You’ll experience it in the level of attention you’ll receive – from each meeting you attend to every phone call you place to us.

From our first meeting to the anniversaries of our relationship that we’ll celebrate together, we want you to feel as if you’re our firm’s only focus, because in a very real sense you are. And because we enjoy the backing of Raymond James – one of the largest independent financial companies in the country – we have access to resources to meet your most demanding wealth management need, yet we are nimble enough to adapt our services to meet your personal requirements and individual requests.

  • Creating a plan that is uniquely yours
    We dig deep into the details to make sure it is exclusive to you.
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  • Matching the drive of those we serve
    We serve families and institutions that require complex solutions. We deliver.
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  • The skills and capabilitiesyou deserve
    Our team’s level of expertise and experience aligns with the needs of affluent investors.
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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
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