Welcome

Our team works with an exceptional clientele of highly accomplished professionals, executives, entertainers, athletes, entrepreneurs, capitalists and others who have succeeded in the world’s most competitive business and economic environments. We help our clients and their families protect and grow their assets, secure their legacies and address the many other challenges of managing significant wealth. In earning their trust, we have grown into one of the top wealth management practices at Raymond James Ltd.

Your family is unlike any other we have ever served. You may, however, share many of the same questions, challenges and opportunities. We look forward to learning more about you and your family, and discussing how we can help you safeguard what you have earned and pursue your most important life goals.

Capabilities

  • Retirement & Pension Plans
  • Lifestyle Advisory Services
  • Philanthropy Management
  • Securities Based Lending
  • Risk Management
  • Financial and Retirement Planning
  • Sustainable & Responsible Investing
  • Family Governance & Wealth Planning
  • Investment Education
  • Tax, Trust & Estate Assistance
  • Corporate Stock Plans
  • Corporate Investment Services
  • Insurance Service
  • FINANCIAL PERSPECTIVE AND WISDOM

    We have more than 50 years of cumulative experience among our investment advisors

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  • A HIGH LEVEL OF PERSONAL SERVICE

    Attentive to the needs of our clients, we are here to help

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  • THE STRENGTH OF RAYMOND JAMES

    Affiliated with one of the largest independent financial services firms in America

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Meet the Dorey Wealth Management Group


We work together as a team of experienced professionals combining our talents to provide exceptional custom care, insightful investment advice, and customized wealth management solutions to an exceptional clientele of highly accomplished individuals, their companies and families.

Please contact us today to book a confidential interview.