Professionals and Executives
seeking wealth management

As a professional or corporate executive, you know that planning is crucial to running a successful practice or company. The same can be said for your financial life. However, between the demands of your job and the complex nature of your wealth management needs, planning for your own future can pose a real challenge.

You spend long days managing your business, serving your clients or patients. You shouldn’t also have to worry about managing your financial life. The professionals and executives we serve see the wisdom in having a well-designed financial plan for addressing short-term liquidity needs and long-term goals such as retirement and leaving a legacy.

We understand the many important matters professionals must address, such as risk management, tax planning, managing cash flow, managing education debt and the valuation of a firm or practice for purchase or sale. We offer guidance to executives regarding transactions such as stock options, Rule 144 executions, 10b5-1 sales plans, restricted stock management, and hedging and monetization for concentrated equity positions.

We can provide a comprehensive wealth management plan that encompasses everything from managing your investments to mitigating your tax burden, while also addressing key issues such as estate planning, generational wealth transfer and charitable giving.

Please note changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as Raymond James financial advisors we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Ferguson Hill Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. 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. © Raymond James Financial Services, Inc., member FINRA/SIPC. | Legal Disclosures | Privacy Policy | Terms of Use

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