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?

These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Lifestyle

Charitably minded investors can satisfy RMDs with QCDs

Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving

“No kids” shouldn't mean “no estate plan”

Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.
Estate & Giving

Reasons to give appreciated stock

Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving

Give wisely to maximize your charitable impact

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

Who should you choose to execute your estate?

When selecting a personal representative to carry out the terms of your will, consider the role's many responsibilities.
Estate & Giving

Should your estate plan address addiction?

Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.
Estate & Giving

Don’t let estate blunders get in the way of your wishes

These cautionary tales of estate planning mistakes offer a few important lessons.
Estate & Giving

Tips for creating an inheritance that lasts generations

Preparing your heirs for sudden wealth can help prevent unwise spending.
Estate & Giving

Optimize your estate plan for 2022 and beyond

Five ways to refine your plan for the future.
Estate & Giving

Ideas to Take Your Generosity Further [INFOGRAPHIC]

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

Leaving Money to Your Kids? Consider These Inheritance Tips

How to have a valuable family conversation about your estate.
Estate & Giving

The future at your fingertips

 

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