Customized strategies for business owners and entrepreneurs
We combine an understanding of the unique planning and personal needs facing attorneys to design specific strategies to address those needs.
You have limited time to devote to financial issues. We will deliver a comprehensive plan and design a custom communication schedule to fit your calendar.
You need a trustworthy firm. We have over 30 years of experience and the vast resources of Raymond James Financial Services, Inc.
Cash flows can be erratic. Our advisors’ process can help establish smooth, automated cash flows.
You need a succession plan for the practice. We can help put a professional advisor team together to quantify objectives, uncover needs, and help maximize the market value while mitigating tax issues.
References are available upon request.
Raymond James does not provide tax or accounting services.
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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.. Tetley Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services.