Sophisticated Guidance for affluent families

At Descendants Wealth Management of Raymond James, you will find a robust wealth management team providing everything from comprehensive financial planning to customized investment strategies and attentive client care.

We cater to the needs of wealth, not in a stuffy way, but in a warm and approachable manner. Attention to detail is an integral part of how we operate, and we are dedicated to keeping you well informed and educated about the important financial and investment matters in your life.

You will enjoy the benefits of having a Chartered Financial Analyst® and a Certified Financial Planner practitioner – two of the world’s most respected financial credentials – collaborating together to provide a full wealth management program specifically crafted for your family’s unique financial situation.

It is for these reasons that we have grown to manage more than $500 million* for over 100 high-net-worth and ultra-high-net-worth families here in Rhode Island, throughout New England and all over the country.

See all the ways we stand out

Meet our Financial Team

*Assets under management as of 7/31/2022