At Liberty Wealth Management of Raymond James, when we say we are a full service wealth management firm, we don’t just talk the talk. We put our commitment and resources to work to show our clients the Liberty Wealth Management difference - bridging our customer service philosophy and expertise with comprehensive financial planning and professionally managed investment portfolios to help our clients secure financial freedom and the future they desire.
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, has built a national reputation for more than 50 years as a leader in financial planning for individuals, corporations and municipalities, and is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,700 financial advisors over 3,000 locations throughout the United States, Canada and overseas. Total client assets are approximately $754 billion.
For an elite group of financial advisors who qualify they can choose to be on the Raymond James select platform. The Raymond James Advisor Select Platform was developed for financial advisors who value independence, yet seek the benefits of being an employee with an industry-leading, full-service global broker/dealer. With less than 50 branches in the United States, the Select Platform is exclusive, seeking experienced licensed professionals with more than a million in production and a clean compliance record. Raymond James Advisor Select empowered Liberty Wealth Management to have the freedom to create a unique family-style private office with advanced technology and services not found in many independent or brokerage offices. As a member of the Select Platform, Liberty Wealth Management controls expenses and leverages the resources of Raymond James to handle administrative tasks. Blending the flexibility and creativity of an independent office with the power, backing, and oversight of the home company provides Liberty Wealth Management clients the best of both worlds. This enables the Liberty Wealth Management team the time to focus on what matters most – taking care of clients and managing their wealth.
While the employees at Liberty Wealth Management make a great team, we are the first to admit we can’t possibly be an expert in everything. We find partnering with the experts at Raymond James and other professionals is the best way to serve our clients’ needs as they evolve. We work very closely with Raymond James’ banking, insurance, trust and charitable planning, wealth & retirement solutions, and the investment strategy team, but we also thoroughly enjoying collaborating with our client’s other professional advisors, insurance agents, attorneys, accountants, and trust officers and anyone else who provides expertise uniquely designed to our client’s needs. We encourage and welcome the opportunity to host meetings at our office with our clients’ other advisors to help navigate through complex issues, find the best solutions and help achieve their goals.
We, the associates of Raymond James, commit our energies, intellect and knowledge to attaining the financial objectives of our clients by providing the highest possible level of service and delivering superior investment alternatives. We believe that putting the financial well-being of our clients first ultimately serves the best interests of our shareholders, our communities and ourselves. Remaining responsive to the needs of our clients in a financial environment characterized by constant change is our continuing challenge.
The Liberty Wealth Management team knows the quality of our customer service is defined by our everyday actions and interactions with our clients. We are committed to being:
Accountable – being responsible and reliable, ensuring confidentiality is never compromised
Welcoming – creating a courteous and inviting atmosphere in person, online and over the phone
Objective – creating individualized, custom solutions for our clients based on their financial objectives, and not allowing our personal feelings or opinions influence decisions
Knowledgeable – continuing education to maintain the timeliness of investment knowledge, tax law information and financial planning techniques
Proactive – anticipating and fulfilling our client’s implied needs and exceeding expectations
Responsive – respecting the time of others by responding promptly, usually within 24-hours, to client’s requests, e-mails and voice mails
Transparent – always open and upfront with clients (i.e. fees and performance)
As a focused and experienced group, we provide the resources and expertise of a large firm, with the consideration and service typically found at a small boutique. We develop strategies with an emphasis on minimizing risk and enhancing long-term success, fortified by thorough, objective investment research and selection.
We work alongside our clients, ensuring our strategies are consistently angled toward their ideal financial outcome. We see your goals as an extension of our own, and work tirelessly to help you achieve every one of them.
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.