Pragmatic wealth management for families and individuals
We help families manage the diverse financial needs of raising a family – budgeting and saving, protecting your spouse and children from the unexpected and preparing for important milestones such as college and your own retirement.
Families benefit from our team’s collective focus on the full breadth of needs that need to be addressed, including college planning, legacy/estate planning, charitable giving, retirement planning, asset management and cash management.
Which Education Expenses Are Considered Qualified?
Leaving Money to Your Kids? Consider These Inheritance Tips
Preserving Wealth Across Generations
Visualize Your Future [VIDEO]
Home Budget Analysis
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.