ADVISING OPHTHALMOLOGISTS a long-standing partnership

Ophthalmolgy Times

Ophthalmology requires specialized skills, extensive knowledge and intense focus. Unsurprisingly, we believe these same qualities are required of investment professionals who serve the demanding financial needs of dedicated medical professionals like you.

In our extensive experience, our ophthalmologist clients have proven themselves acutely aware of their complex financial situations and have a desire to learn more about sophisticated investment strategies; they know they have much at stake when it comes to managing and preserving significant wealth over the course of a career and a lifetime.

It certainly can pay to have the experienced guidance of a financial team that specifically serves ophthalmologists. At Grande Financial Services, we have had the great privilege of providing our insight, guidance and strategies to ophthalmologists for more than 20 years – and look forward to doing so for generations to come.

  • An experienced financial team for ophthalmologists
  • Nurturing client relationships
  • Ophthalmologists are sophisticated investors
  • Holistic financial planning
  • Diverse wealth strategies

Raymond James Wealth Solutions Group

The Raymond James Wealth Solutions Group is an experienced team of consultants who collaborate across Raymond James to find strategies to address the complex wealth management needs of high-net- worth clients.

Raymond James Trust

Raymond James Trust provides trust investment advice and administration designed to preserve and enhance our clients’ wealth, meet client estate planning needs for professional fiduciary services and control fiduciary liability.

Trust services provided by Raymond James Trust N.A. Raymond James Trust N.A. is affiliated with Raymond James & Associates, Inc.

Raymond James Insurance Group

Protecting your assets from liability and protecting you from disability risks are of paramount importance. By collaborating with your other qualified advisors, we can determine if you are under- insured, create family limited partnerships or asset-protection trusts, and secure life insurance, disability insurance and umbrella insurance coverage.

Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., is affiliated with Raymond James Insurance Group.

Raymond James Bank

We understand the importance of managing both sides of your balance sheet and your need for liquidity without disrupting your future investment goals. Through Raymond James and Raymond James Bank, we can offer a comprehensive menu of lending and cash management solutions and capabilities to address both your short- and long-term needs. We collaborate with Raymond James Bank on your behalf to help determine the right solution for your unique situation.

Banking and lending solutions provided by Raymond James Bank. Raymond James & Associates, Inc., is affiliated with Raymond James Bank, a Florida-chartered bank.

Raymond James Charitable

Charitable giving can bring personal satisfaction, enabling you to support the causes and organizations that matter most to you. It can result in significant tax advantages as well – including mitigating income taxes, capital gains taxes and estate taxes. We can design strategies to give you the confidence and clarity to benefit your family and the institutions and organizations you care about most.

High-net-worth estate planning

The estates of high-net-worth individuals and families can be inherently complex, so having a comprehensive estate plan is crucial to help ensure a seamless transfer of wealth, mitigate taxes and avoid potential legal battles. To this end, we can employ a number of effective strategies specific to the preservation of wealth.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

  • Complimentary and confidential second opinions
  • Serving ophthalmologists for generations
  • Case Study

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.