Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.

We will work hand-in-hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.

List of Services

With cash strategies provided by Raymond James and lending solutions provided through Raymond James Bank, you can enjoy all of the features and convenience you're used to, with the personal service of someone you trust and who truly understands your life needs and financial objectives. Our comprehensive suite of cash management and lending solutions can address both your short-term and long-term needs to help ensure that we are continuously working to fulfill your financial goals.
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Your portfolio should work for you in propelling both your short- and long-term goals, and preserving the wealth you’ve worked diligently to grow. Fixed income investments are an essential component of a well-diversified financial plan and can help support your aspirations with a reliable stream of income.
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No matter where a business stands in its lifecycle, our results-driven team stands ready to help you move it forward – with deep industry expertise driven by senior bankers. Behind our full-service investment banking capabilities are hundreds of specialized professionals in strategically located offices throughout the U.S., Canada and Europe within nine growth-oriented industry practices to serve you.
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Our team of professionals reviews a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.
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THE YIELD OF BETTER THINKING™

Providing a level of service for each client's individual needs.

Service Levels

Core Investment Management

Goals and Objectives
Net-Worth Analysis
Cash-Flow Analysis
Asset Allocation
Portfolio Performance

Financial Planning

Goals and Objectives
Net-Worth Analysis
Cash-Flow Analysis
Asset Allocation
Portfolio Performance
Retirement Needs
Distribution Strategies
Education Funding Strategies
Survivor Needs
Disability Coverage
Long-Term Care
Estate Planning

Comprehensive Wealth Management

Goals and Objectives
Net-Worth Analysis
Cash-Flow Analysis
Asset Allocation
Portfolio Performance
Retirement Needs
Distribution Strategies
Education Funding Strategies
Survivor Needs
Disability Coverage
Long-Term Care
Estate Planning
Conservation of Wealth
Gifting
Trust Integration
Charitable Giving Tax Strategies
Executive Compensation
- Deferred Compensation
- Stock Options
- Concentrated Equity Positions
Business Planning

Services

List of Services

Banking & Lending Solutions

Fixed Income Services

Investment Banking