Caring for you as
you do for others

Your busy practice means you have limited time to devote to your finances, but it also enables you to be selective when it comes to choosing the right wealth manager. Whether you’re caring for patients, working with office staff or dealing with stacks of paperwork, you just don’t have the time to give your financial plan, your investment portfolio or your retirement program the thought they – and you – deserve.

We understand the many important financial matters healthcare professionals must address, including preserving assets from liability risk, tax planning, managing cash flow, managing education debt, valuating a firm or practice for purchase or sale and, ultimately, enjoying financial independence.

Our team works hard to help you achieve your goals based on a comprehensive understanding of your finances, your values and your objectives. Our practice is based upon reliable advice and service, and designed to help you develop a program to preserve your family’s lasting legacy. We work closely with you to develop and implement a comprehensive personalized financial plan together with an investment portfolio constructed specifically with that plan in mind.

Raymond James & Associates, Inc. does not provide tax or accounting services. You should discuss any tax matters with the appropriate professional.

Office 954.385.7622 Toll-Free 800.261.1035 Fax 866.206.2608 2500 Weston Road, Suite 200 Weston, FL 33331 Map and Directions
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. © Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Privacy Policy

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