A breadth of services to serve a variety of needs

Educating the next generation, providing for your family, leaving assets to charity: A thoughtful estate plan can help preserve, protect and transfer wealth to the individuals and organizations you care about most. Our team has the resources to assist your attorney and CPA in developing a personalized plan that reflects your values and aspirations. If you haven’t yet found the time to create or update your plan, we can help you find strategies that best fit your situation.

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.

If you’re a professional guardian looking for a partner to handle the financial aspects of guardianship in a way that allows for a high standard of care, we can help. Over the past 10 years, the team at Palm Avenue Wealth Advisory Group of Raymond James has developed a streamlined process for working with senior care managers, elder law attorneys and other types of guardians on guardianship accounts or court-restricted depository accounts.

We’ve made this a focus of our practice, and can assist guardians of an estate, collaborating with a ward’s care team with clarity and consistency. We have established a defined protocol for accepting, receiving and managing the assets of an adult who can no longer manage their own financial affairs.

Our experienced team has a background in both finance and healthcare, including Steven Grossman, a non-practicing licensed mental health therapist who once served as director of clinical services for Sarasota Memorial Bayside Center for Behavioral Health. Our practice remains connected with local healthcare organizations and institutions as part of our longevity planning focus.

The benefits of working with us include:

• Streamlined reviews and fees.* If you’re a professional guardian with several clients, our team will prepare documentation of values, performance and details to allow you to review them all at once. Further, we base our fees on the total relationship. That means if you refer a group of clients, the aggregate asset value of the group may help qualify for preferential rates.
  
  
• A more personal experience. We conduct in-person reviews on a quarterly basis with the guardian or care manager to review each account, providing the documentation you need.
  
  

Help with fiduciary responsibilities. We are well-versed in working with the prudent investor rule. When you work with our team, we will strive to ensure the investments within the account align with the goals, risk tolerance and investment time horizon of the ward. Bonding requirements may be waived, depending on the situation.

Having alternatives means having the options you need to fit your ever-evolving needs. We believe diversification across a broad spectrum of asset classes is the best way to help our clients meet their long-term objectives, balancing risk and return.

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.

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to build your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are properly invested. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright and confident future.

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.

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.

Many of today's retirees can expect to spend 30 years or more enjoying the fruits of their labor. That's why it's increasingly important not simply to plan for retirement, but to plan for longevity in retirement - all of the years it might last, all of the ways your life will change and all of the events you can't foresee.

As your trusted partner, we help you pursue your goals by constructing, managing and reviewing a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects. As your experienced guide, we assess where your risk lies and determine your level of comfort with it, exploring what actions and plans to put in place to provide the level of protection you need and deserve.

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