FINANCIAL SERVICES for attorneys

Whether you specialize in trust and estate planning, ERISA regulations, securities law or other dimensions of the investment world, hands-on financial planning is something else entirely. You likely don’t have the time or desire to structure your own financial plan or manage your own portfolio.

Our goal is to provide you with the service and expertise that can help both you and your clients thrive. We have the experience, commitment and resources to:

  • Create comprehensive financial plans
  • Structure balanced investment portfolios
  • Manage and rebalance investments on an ongoing basis
  • Provide personal guidance and answers to your questions
  • Deliver clear, comprehensive and up-to-date reporting
  • Offer intergenerational wealth planning, business succession strategies and truly customized portfolios

We offer you and your clients strategic investment advice and truly personal support. Our long-term approach delivers comprehensive investment and planning programs that evolve with shifts in the financial markets as well as changes in your life.

We develop and manage truly customized portfolios by screening and identifying the most appropriate money managers for your specific needs. Of some 35,000 money managers in the United States, we – with the help of Raymond James Consulting Services – have selected those who we believe are some of the best.

Further, we utilize the Raymond James Equity Research group and the firm’s due diligence expertise, which enables our team to offer you access to carefully selected and continually monitored securities.

The process of rebalancing may result in tax consequences.

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