Comprehensive wealth management tailored to your individual needs
Mention wealth management and people naturally think about financial assets – money, stocks, bonds, 401k accounts and the like. Financial assets, however, are only part of your wealth. In our comprehensive approach to financial planning and wealth management, we look at wealth in its entirety. For instance, we take into account the value of the real estate you own, contracts you may have for things like oil or land leases, and, if you’re a business owner, your company. We also look at what insurance you may (or may not) have in place to protect you and your wealth in its entirety.
But rather than begin with discussions about money, we will begin by getting to know you – because you and your goals will be our main focus. Through real conversations, we’ll learn what is important to you and your family so that we may understand what you value most in life. By learning what you are most interested in, we are able to keep your best interest at heart.
As a result, the financial plan we create for you will be truly wide-ranging in scope, thoroughly detailed, and proactive in design. This means it will provide not only a complete view of your wealth as it is today, but also a strategy for how your wealth – as it evolves – can be used to help enhance the life that you’ll live in the future.
Raymond James does not provide tax or legal services.