Skip to content
  • T: 203.635.5400
  • F: 866.521.3158
  • TF: 844.706.4607
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • Nathan Collins
    • Lawrence Scharf
    • Max Needham
    • Tyler Burns
    • Jamie Tobins
    • Mary Jo Nichols
    • What Makes Us Different
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Family Offices
  • Our Difference
    • Our Difference
    • Our Approach
    • Business Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Investment Banking
  • Exit Planning
  • Resources
    • Resources
    • Client Access Videos
    • Worthwhile
  • Contact Us
    • Contact Us
    • Healthcare Exit Strategy Summit
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Founder Wealth Strategies of Raymond James
    285 Riverside Ave Ste 205 Westport, CT 06880-4800 T: 203.635.5400 F: 866.521.3158 TF: 844.706.4607
    Map and Directions Map and Directions
Founder Wealth Strategies of Raymond JamesFounder Wealth Strategies of Raymond James
Reset All Filters
Filter
  • Category
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
  • Topic
    • Education
    • Estate Planning
  • Media
    • Article
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed ...
Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your val...
Estate & Giving
Read
Always here for you
Founder Wealth Strategies of Raymond JamesFounder Wealth Strategies of Raymond James
  • 285 Riverside Ave Ste 205 Westport, CT 06880-4800
  • T 203.635.5400
  • F 866.521.3158
  • TF 844.706.4607
  • Map & Directions
  • Map & Directions

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.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use

 

This website uses cookies to ensure you get the best experience on our website. By clicking ‘X’, you accept all cookies by default and exit the banner.
Manage preferences