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We serve successfulindividuals, families

and companies

Managing your wealth

Addressing the complexities of wealth requires seasoned guidance, a disciplined process and diversified financial strategies. We offer comprehensive wealth management services that go beyond just portfolio management – to serve you and your family, today and well into the future. These services include:

Asset management

In today’s complex financial environment, even sophisticated investors are challenged to keep current with rapidly changing conditions. By utilizing advanced asset allocation strategies and carefully selected investments across a diverse range of equity and fixed-income disciplines, our goal is to provide you with an institutional-quality portfolio designed to help achieve your financial goals.

Asset allocation does not guarantee a profit nor protect against losses.

Retirement planning

Preserving your wealth and maintaining your high standard of living are likely among your highest priorities. Because people are living longer today, the possibility of spending 30 years in retirement requires careful planning and disciplined investing. We can create a plan for monthly distributions from your portfolio designed to preserve your principal. We can also assist you with longevity planning, required minimum distributions, income planning, tax planning, proper account titling and beneficiaries, multigenerational wealth transfer, charitable giving, and asset protection and reallocation.

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Services for corporate executives

Executives of publicly traded companies are often faced with many unique challenges when managing their personal financial plans. The individuals are often so busy with the demands of their careers that they are unable to devote the necessary attention to their own financial matters. We offer guidance to corporate executives on key issues, including concentrated stock positions, equity based compensation, regulatory requirements and forms filing, company trading policies and additional corporate solutions.

Services for business owners

We provide business owners with specific strategies to the challenges of running a company, often the most important asset they own. We can provide guidance in key areas such as asset preservation, cash management, employee retention, insurance, financing and succession planning. Additionally, Raymond James is a leading investment bank that offers advisory services related to public offerings, mergers and acquisitions, and restructurings.

Services for professionals

We understand the long hours you put into establishing and running a successful practice. Yet with factors such as healthcare reform, rising malpractice premiums and reduced revenues, it is imperative to make smart financial decisions. Your unique needs include preserving assets from liability risk, tax planning, managing cash flow, mitigating the effect of healthcare cutbacks, managing education debt, valuating a practice for purchase or sale and, ultimately, achieving financial independence. You can rely on us to provide high-level expertise and advice for your personal financial matters and the needs of your practice.

Credit, lending and cash management

Through Raymond James Bank, we offer personal lines of credit,* mortgages and investment accounts with check writing, online bill payment, enhanced reporting and more. We also can assist you in evaluating short-term interest-bearing instruments such as brokered certificates of deposit, money market funds and cash sweep options.

*The personal line of credit is through a margin account. Borrowing on margin and using securities as collateral may involve a high degree of risk. Market conditions can magnify any potential for loss. If the market turns against the investor, he or she may be required to deposit additional securities and/or cash in the account. The securities in the account may be sold to meet the margin call, and the firm can sell the investors’ securities without contacting them. The interest rates charged are determined by the amount borrowed.

Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank, member FDIC, a federally chartered national bank. Products, terms and conditions subject to change. Subject to standard credit criteria. Property insurance required. Flood insurance may be required. Unless otherwise specified, products purchased from or held at affiliated Raymond James Financial, Inc. companies are not insured by the FDIC or any other government agency; are not deposits or other obligations of Raymond James Bank; are not guaranteed by Raymond James Bank; and are subject to investment risks, including possible loss of the principal invested.
Equal Housing Lender

Equal Housing Lender 



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