Professionally addressing the investment needs specific to institutional clients.

Our institutional clients include foundations and nonprofits seeking seasoned financial guidance and a prudent investment approach that is conservative in nature and designed to help carefully create growth while preserving assets.

At Hilltop Wealth Management of Raymond James, we are not only experienced in equity portfolio management and asset allocation, but in addressing all aspects of your organization’s financial picture – including key issues such as asset growth, cash flow, risk management and tax liability.

We are well prepared to assist your nonprofit or charitable foundation with investment counsel and strategic planning, collaborating with your organization’s directors, board members and other professional advisors such as trustees, attorneys and CPAs.

Did You Know 529s Are Powerful Estate Planning Tools?

10/20/2020
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Life Events // Estate & Giving

Evaluating a Nonprofit? Ask Some Common For-Profit Questions

09/25/2020
These tried-and-true business practices could influence your charitable giving decisions.
Estate & Giving

Give Wisely to Maximize Your Charitable Impact

09/22/2020
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving

Leaving Money to Your Kids? Consider These Inheritance Tips

08/18/2020
How to have a valuable family conversation about your estate.
Estate & Giving // Family and Life Events

The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]

08/13/2020
Explore a spectrum of strategies that can help you live out your family legacy.
Family & Life Events // Estate & Giving

6 Actions That Can Build an Enduring Philanthropic Legacy

08/11/2020
Making a difference can start with how you live your everyday life.
Estate & Giving

Ideas to Take Your Generosity Further [INFOGRAPHIC]

07/27/2020
From dedicated trusts to volunteering, there are many ways to not just leave behind a legacy of generosity, but to live it.
Estate & Giving

5 Reasons Wealth Transfers Fail

07/20/2020
Knowing these common legacy pitfalls can help your family avoid them.
Estate & Giving

Tips for Creating an Inheritance That Lasts Generations

06/23/2020
Preparing your heirs for sudden wealth can help prevent unwise spending.
Estate & Giving

Who Gets What, When?

06/16/2020
It won’t always be easy, but it’s worth deciding how you want to share your legacy so the process goes smoothly.
Estate & Giving

Loved Ones, Legacies and Life Insurance

05/27/2020
For some estate planning and financial goals, life insurance may be just the solution.
Family & Life Events // Estate & Giving

Caring for Each Other During COVID-19

05/18/2020
Five ways to overcome adversity – together.
Estate & Giving

The future at your fingertips

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