A wide-range of capabilities, to fulfill your diverse financial needs

Our team has purposefully chosen to work with a limited number of families and organizations because we believe clients deserve our clear attention and deeper understanding. We will spend the time to customize every aspect of our relationship to fit your needs and preferences – rather than one-size-fits all strategies.

In our first meeting, you may be surprised by how little we will discuss your finances. Instead, we use this time to get to know you and your family dynamics, and determine whether our support will fit your needs. We enter every relationship expecting it to last for decades – and across generations – so we strive to ensure that our approach, skills, and personalities will be a good match.

Once we have your investment plan in place, we will implement your customized investment strategy to bring your plan to life. Each client we work with has different objectives so we offer a variety of ways to help manage and preserve your wealth. Because we believe that planning is the core of our investment practice, we have specialized experience working with families who have complex financial circumstances and unique aspirations. We’re committed to helping you manage your complete picture.

After establishing your customized investment strategy, Reganess Wealth Management Group will turn our attention, and yours, to the many other facets that potentially affect your financial prosperity, which may include:

• Asset management
• Insurance planning
• Liabilities analysis
• Qualified retirement plans/IRAs
• Business succession planning
• Gifting to children/dependents
• Charitable gifting during life
• Distribution of wealth at death
• Charitable inclinations at death
• Legacy planning
• Durable power of attorney
• Titling of assets
• Executors/trustees issues

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