FACILITATING THE CONTINUUM OF

WEALTH MANAGEMENT

FOR GENERATIONS

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You’ve accumulated a considerable degree of wealth through a successful career, business or inheritance. Now your focus is not only keeping it, but keeping up with it. You need experienced financial professionals who know how to address the many complexities, from tax implications to family dynamics.

At Crescent Wealth Advisors of Raymond James, we customize wealth management plans, trusts and estate planning to help you prepare for the transitions ahead, from your own retirement to the efficient transfer of wealth to your heirs. Our mission is to help ensure that the success you enjoy today can also be there tomorrow – and for the generations ahead.

PEOPLE

Our advisory team shares expertise resulting from more than 50 years of combined experience spanning two generations.

PROCESS

We help clients see the big picture of their financial life and then apply a structured process for pursuing their goals.

PRODUCT

The investments we recommend and select are based on the specific needs and requirements of each individual client.

PASSION

We are passionate about what we do – helping people understand their financial plans and then implementing them.

PERFORMANCE

We measure the progress of your plan and recalibrate investments based on how they are helping reach your objectives.

PERPETUATION

We’re not only here for you, we’ll be there for your children. Our own succession plan will help ensure that we will be.

The future at your fingertips

 

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.

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