Sophisticated financial planning for attorneys and legal professionals

Here, we understand there’s no one-size-fits-all approach. You deserve a financial planning partner who understands the nuances of the legal industry and can deliver effective tax, retirement and financial planning tailored to your needs.

Our deep familiarity with partnership structures and the challenges of running a firm allows us to provide legal professionals with sophisticated, strategic financial guidance. Our extensive experience working with attorneys enables us to anticipate and address both opportunities and challenges, ensuring you receive proactive advice and support aligned to your distinct requirements.

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Tailored guidance designed to address your distinct investment and planning requirements.

  • Comprehensive financial planning
  • Longevity planning
  • Estate, charitable giving & trust services1
  • Retirement planning
  • Corporate retirement plan consulting
  • Education planning
  • Investment strategies
  • Portfolio management
  • Bank & lending solutions2

1 Services available through Raymond James Trust, N.A., an affiliate of Raymond James Financial Services, Inc.

2 Bank and lending solutions offered by Raymond James Bank, member FDIC, an affiliate of Raymond James Financial Services, Inc. Raymond James Financial Services, Inc., and your Raymond James financial advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be referred to a qualified Raymond James Bank employee for your residential mortgage lending needs.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. QuantumView Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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