High-net-worth individuals and families

We help affluent individuals and families address important priorities such as preserving wealth, mitigating taxes, efficiently transferring wealth to heirs, and funding philanthropic initiatives.

We know that the financial well-being of your family is of the utmost importance, so we take extra measures to understand family dynamics, serve as vigilant stewards of wealth and fulfill the wishes you have for your loved ones.

Our clients enjoy a full integration of financial strategies, while we maintain the privacy of the family’s financial information. The high-level solutions we provide are guided by our experience and also encompass the specialized knowledge of Raymond James professionals in financial disciplines such as wealth preservation, tax-efficient wealth transfer, trust services and charitable giving strategies.

Our goal is for our clients to feel understood and cared for – and confident that working with us will serve them well.
Jesse A. Peck, J.D., AAMSTM, WMS; Vice President, Wealth Management