Specialized Guidance for medical professionals

Our team of financial professionals is experienced in managing the financial issues that impact physicians and other medical professionals.

Our team of financial professionals is experienced in managing the financial issues that impact physicians and other medical professionals. Physicians who own a practice have needs similar to business owners, but with particular emphasis on risk management and asset protection.

By collaborating with your other trusted advisors, we can create family limited partnerships or asset-protection trusts, and secure umbrella insurance coverage

Our advisors offer comprehensive wealth management services designed to address all that money touches in your life – so you can focus on serving your patients, building your practice and achieving your vision. .

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.