Applying a higher standard
to the management of wealth
Throughout their lives, our clients have held themselves to their own high standards. It can be seen in their discipline and drive, in their integrity and work ethic, and in the way they treat others. They want those tasked with the all-important job of managing their wealth to exhibit the same high standards.
At Vantage Point Advisors of Raymond James, we provide private wealth management for people who expect more of themselves and others. It’s the degree of service we are compelled to provide – because the highly principled people we serve not only expect nothing less, but have earned it.
The successful clients we serve
Affluent Families
Financial guidance for every generation and member of your family
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Retirees
Strategies for preserving your assets and providing income for retirement
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Professionals
Specialized financial guidance to give you more time for your practice
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Business Owners
Business planning and succession plans for successful business owners
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Corporate Executives
Helping high-powered executives make the most of their company benefits
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Affluent Families
Financial guidance for every generation and member of your family
Read More
Retirees
Strategies for preserving your assets and providing income for retirement
Read More
Professionals
Specialized financial guidance to give you more time for your practice
Read More
Business Owners
Business planning and succession plans for successful business owners
Read More
Corporate Executives
Helping high-powered executives make the most of their company benefits
Read More