A breadth of services to serve a variety of needs

Products and Services

Wealth Advisory and Investment Management Preserve and grow your wealth with tailored strategies designed for your unique situation.

  • Professionally managed accounts and customized portfolios
  • Privately managed solutions for discerning investors
  • Sophisticated portfolio construction designed to match your risk tolerance and objectives

Comprehensive Wealth Planning Build a confident future for you and your loved ones.

  • Strategic retirement income planning, including complex Social Security optimization
  • Education funding and 529 strategies
  • Insurance review and protection planning
  • Estate and trust strategies, coordinated with your legal team
  • Business succession, executive compensation and corporate services
  • Tax-efficient retirement and small business planning

Banking and Lending Solutions Seamless access to liquidity and cash management.

  • Securities based lines of credit
  • Comprehensive cash management accounts
  • Full banking services tailored to high-net-worth needs

Institutional and Specialized Services Advanced solutions for complex needs.

  • Investment banking and public finance
  • Institutional consulting and restricted stock/unit strategies

Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc are affiliated with Raymond James Insurance Group.

Trust services provided by Raymond James Trust, N.A. Raymond James Trust, N.A., is affiliated with Raymond James & Associates, Inc. and Raymond James Financial Services, Inc.

Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.

If you want to live a happy life, tie it to a goal.
Albert Einstein

Are you ready? Let’s uncover the possibility of working together.

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Sweeney Wealth Management Group. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Sweeney Wealth Management Group is separately owned and operated and not independently registered as a broker-dealer or investment adviser.


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