Membership in the Chairman's Council is reserved for an elite group of Raymond James Financial Advisors who adhere to the highest standards of service for their clients and who display exemplary professional growth.
Membership is based on prior fiscal year production. Re-qualification is required annually.
At Adler Wealth Management of Raymond James, it's all about you. Adler Wealth Management offers a comprehensive suite of financial strategies customized to meet the specific goals and needs of our clients. Our process is anchored to a firm belief in customer service and unbiased quality investment advice. We are committed to providing our clients with a total wealth management solution that allows them to focus on the core interests in their life.
Our approach is one of professional respect and friendship, combining openness with honesty and genuine concern for our clients' economic welfare.
Our objective is to effectively assist our clients in achieving several financial goals:
The foundation to achieve these goals is built on a relationship of integrity, trust and service ... a relationship that will last a lifetime. Our role is to serve as our clients' personal chief financial officers, and our job is to do all the construction and heavy lifting for them.
As lifetime learners and teachers, we have conducted numerous seminars and workshops. Topics for these sessions have included "Mutual Funds: Informed Choices," "Retirement Planning: How to Have the Retirement You Want," "Determining Portfolio Risk and Evaluating Manager Performance," and "Planning Ahead: Tax Avoidance through Estate Planning."
*Due to the extensive depth of service we provide our clients, we limit our new relationships to a minimum account size of $500,000.
* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.
Raymond James does not provide tax or accounting services.