Skip to content
twitterfacebook
Feel free to reach out.
  • Home
  • Your Team
    • Your Team
    • Advisory Team
    • Client Relations Team
    • Wealth Consulting Team
    • Why Work With a CFP
    • About Raymond James
  • Working With Us
    • Working With Us
    • Our Process
    • Private Wealth Services
      • Private Wealth Services
      • Estate Charitable Giving & Trust
      • Financial Planning
      • Investment Strategies
      • Impact Investing
      • Alternative Investments
      • Banking & Lending Solutions
      • Risk Management
    • Business Consulting Services
      • Business Consulting Services
      • Business Planning
      • Corporate Retirement Plan Consulting
      • Investment Banking
  • Our Clients
    • Our Clients
    • Business Owners
    • Multigenerational Families
  • News and Resources
    • News and Resources
    • Insights and Commentary
    • Worthwhile
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Digital Prospect Engagement
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Charlotte Office
    6805 Carnegie Blvd Suite 350 Charlotte, NC 28211-3575 T: 704.442.4721 TF: 888.201.7750 F: 704.362.1839
    Map and Directions Map and Directions
  • Newport Beach Office
    660 Newport Center Dr Ste 570 Newport Beach, CA 92660-8040 T: 949.279.1747
    Map and Directions Map and Directions
Grandview Advisors logoGrandview Advisors logo
Are outside forces shaping your legacy or are you in control?

Live your legacy

We often think of legacy planning as a way to pass on wealth when we’re gone. But a legacy is so much more than what you’ll someday leave behind. It’s a living reflection of who you are. It’s your story, unfolding in real time, inspired by what makes life fulfilling.

What’s at the center of your living legacy?

Take the quiz
Grandfather teaching granddaughter how to ride a bike

Your family legacy

Fill everyday moments with extraordinary love.

Woman appearing confident with coffee and cell phone

Your career legacy

Create a lasting impression through your life’s work.

Artist painting a wall mural

Your community legacy

Make a meaningful difference in the world around you.

Your time is now

Ready to live your best life – one filled with meaning and purpose? You’re off to a great start. Go further with the help of our team. We can guide you as you work toward your biggest goals – for your family, your career, your community and yourself.

Contact Us
  • Charlotte Office 6805 Carnegie Blvd Suite 350 Charlotte, NC 28211-3575
  • T 704.442.4721
  • TF 888.201.7750
  • F 704.362.1839
  • Map & Directions
  • Map & Directions
  • Newport Beach Office 660 Newport Center Dr Ste 570 Newport Beach, CA 92660-8040
  • T 949.279.1747
  • Map & Directions
  • Map & Directions
twitterfacebook

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