Looking out for you and your family
It’s nice to know you have smart, financially savvy people on your side. So, just as you’re there for your family, we’re here for you … and each generation. Our deep understanding of wealth management and retirement planning enables us to work with you to find exactly how best to serve you well, whether you’re focused on accumulating, preserving or transferring your wealth.
Our strategies can help prioritize conflicting goals and create a tax-efficient financial plan to help you keep more of what you’ve earned. Above all, we’re up front about how we can help and behind-the-scenes working hard to serve as your family’s advisors for life. We can help you and your family with:
- Comprehensive financial planning
- Retirement planning
- Legacy planning
- Risk management and insurance
- Liquidity management
- Charitable giving
- Management of concentrated asset positions
- Tax planning
- Portfolio design and management
- Education planning
Raymond James financial advisors do not provide tax advice. You should contact your tax advisor concerning your particular situation. Investing always involves risk and you may incur a profit or loss regardless of strategy selected.
The Strength of a CFP
Taking a holistic view of your life to understand how your money plays into it.
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 your local Raymond James 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.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. InvestPro Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.