Abundant lives and complex wealth
Our clients share one thing in common: They belong to a select group of dynamic and uniquely successful individuals whose complex finances demand a sophisticated, comprehensive approach to wealth management.
Multigenerational Families & Individuals
For true financial well-being, you should feel confident in where you are and sure of how well you’ve planned for the future. We can help you get there. Through customized financial planning, we partner with you to tackle everyday challenges and major milestones. From goal planning and wealth management to estate planning and wealth transfer, you can turn to us for comprehensive support and leading-edge resources. Our access to technology, research and specialized knowledge helps us nimbly adapt to your needs and objectives.
Business Owners
Business ownership provides distinct opportunities, risks and challenges compared to other types of investments. We can help create a custom financial plan that is designed to address all your interwoven objectives, supporting your business and personal needs. Whether you want help with cash flow and tax efficiency or retirement and estate planning, we can be your guide. We can also manage your business’s retirement investment program, providing a depth of services to you and your employees. Concurrently, and in concert with investment banking resources at our disposal, we can help you create a business growth and exit plan that serves your personal financial goals.
Professionals
High-income professionals may benefit from a comprehensive financial plan that takes into account their high tax liabilities, retirement lifestyle goals and specific risks, whether as an independent practitioner or a highly placed executive employee. You’ve worked hard to build your career; we can help you take what you’ve accomplished and move toward financial independence.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Retirees
After decades of work, you’ve made it to a well-deserved stretch of freedom called retirement. Now the question is how to make your money last through this new phase of life. As your financial guide, we’ll help you figure out a withdrawal strategy that fits your situation and helps you pursue meaningful goals. In retirement, your investments remain a priority, but we can also provide guidance designed to generate income, manage healthcare expenses and make decisions regarding Medicare coverage, planning for longevity and supporting your next-chapter goals like philanthropy, volunteering and providing gifts to your family.
Real estate investors
From a financial planning perspective, real estate investing offers tax liabilities and risk factors distinct from other types of investments. For our clients who are generating wealth and income from their real estate assets, we help them manage those concerns with tax-advantaged strategies, diversification techniques, commercial lending* resources and insurance. We also work with our clients to devise an exit strategy and post-closure strategy to support their next steps and next investments.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.
Venture Capital Investors and Founders
We help cutting-edge investors create a foundation of financial support with comprehensive financial planning and investment strategies meant to supplement their growth-oriented private investment efforts. In short, we free our venture capital investor clients from the more mundane concerns of personal finance while providing access to a wealth of institution-grade resources including liquidity strategies, risk management, tax-efficiency strategies, and wealth transfer vehicles.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.