Working in concert with your trusted advisors

We understand that it takes a team to manage the complexities that come with wealth. With your knowledge and consent, we collaborate with your other professional advisors such as your CPA and estate attorney to help ensure that all your financial matters are addressed in a cohesive and well-coordinated manner.

For example, we can work with your CPA to develop and implement strategies designed to lessen or shift current and future tax liabilities. We can also work with your attorney to develop an estate plan designed to enable you to maintain your lifestyle today while building a legacy for the future.

When you develop a strategic relationship with our team, we can enhance the excellent service you already receive by bringing everything into focus to comprehensively meet all of your personal and financial needs.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.