Growing My Wealth

No matter what you’re investing for, your Raymond James advisor will be your partner, collaborating with you to develop a wealth management plan based on your goals, timeline and risk tolerance.

Building an investment portfolio can be a complex endeavor. Your advisor will help you select the right type of account, choose an appropriate asset allocation* and identify specific investments to satisfy your target mix. In addition to monitoring market conditions and the progress of your investments, your advisor will be there when life events call for adjustments – making sure you stay on track.

Articulating Your Goals

The first step in establishing a plan customized to meet your needs is clearly defining your goals. By helping you determine what “wealth” means to you, your advisor will make thoughtful recommendations that align with your goals. Working with a Raymond James advisor means you will have more than a portfolio – you will know where you’re going and have a plan to help you get there.

Building a Portfolio

Before a single stock is chosen, developing an investment policy to help you reach your goals takes many things into consideration, including what type of growth you’ll need, when you’ll need money, liquidity concerns, risk tolerance and the most appropriate type of account. With a strategy in place, your advisor can make personalized recommendations from a full range of investment products backed by award-winning research and due diligence – everything you need to put your strategy to work.

Navigating the Market Ups and Downs

Effective financial planning focuses on long-term goals while managing risk along the way. The collaborative relationship you establish with your advisor will deepen through the years, allowing you to navigate potentially emotional periods of volatility in the markets as well as changes in your life or investment timeline.

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*Asset allocation does not guarantee a profit nor protect against a loss.


Commentary & Insights

Investment Strategy  |  April 8, 2019

4 reasons to rethink cash as an asset class

The flexibility and stability of cash is hard to beat. Just don’t hold onto too much of it.

Read Article about 4 reasons to rethink cash as an asset class
Goal Planning  |  April 11, 2019

For What It's Worth podcast

Hear the latest in wealth management and engaging commentary. Now available on iTunes and Spotify.

Listen about <em>For What It's Worth</em> podcast
Taxes  |  March 27, 2019

An important tax change for pass-through businesses

Learn whether you qualify for this new and significant deduction.

Read Article about An important tax change for pass-through businesses

Find an Advisor

Connect with a Raymond James advisor or office near you.