Services

List of our comprehensive wealth management services

  • Goal Planning & Monitoring
  • Portfolio Asset Management
  • Retirement Planning
  • IRA Distribution Planning
  • Education Funding
  • Gifting Strategies
  • Annuities and Insurance Strategies
  • Long-Term Care Planning
  • Estate Planning
  • Trust Services
  • Net-Worth Analysis
  • Cash-Flow Analysis
  • Annual Account Performance Reviews
  • Portfolio Analysis
  • Capital Gains Tax Planning
  • Beneficiary Review for Retirement Plans
  • 401(K) Plans
  • Employer Retirement Plan Review
  • Mortgages and Lending
  • Work with CPAs To Provide Year-End Tax Documents
  • Processing Class-Action Suit Paperwork
  • Account Aggregation
  • Digital Document Organizer/Storage
  • Newsletters and Timely Market Updates
  • Client Events
“People think processes are impersonal. But our process has helped build some of the best friendships we could ever have imagined.”

Latest News

Are Your Important Documents Secure and Accessible?

Keep your financial life organized with a thoughtful combination of digital and physical storage solutions.
Family & Lifestyle

S&P 500, NASDAQ Set Seven New All-Time Highs in July

Optimism around GDP growth, employment and earnings has, for now, outweighed worries related to COVID-19 variants.
Markets & Investing

Surprise? Not Really...

Doug Drabikl discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Single Parent? Formalize Your Estate Intentions

Documenting your future wishes is especially important if you’re the single parent of an underage child.
Estate & Giving

Weekly Market Snapshot

Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Market Guide

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

Weekly Investment Strategy

Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

A Strong 1H21, Moderation Seen in 2H21

Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Nontraditional Assets Can Complement a Diversified Portfolio

For some investors, alternative investments can help boost diversification and temper the effects of market volatility.
Markets & Investing

Why Contribute to a Roth IRA?

Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity

Did You Know 529s Are Powerful Estate Planning Tools?

These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Lifestyle

A Step-by-Step Guide to Hosting a Family Meeting

Where should you meet? What should you discuss? Who should be there? Consider these suggestions.
Family & Lifestyle

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 our office for information and availability.

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