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  • 6303 Cowboys Way Ste 425 Frisco, TX 75034
  • T 469.476.3657 F 833.329.0017 TF 866.668.9589
  • Map and Directions Map and Directions
William Cleaver Logo William Cleaver Logo

Create A Wealth Legacy

  • Intergenerational wealth management requires a sophisticated and disciplined approach designed to help achieve your goals and aspirations in any market environment. We apply this principle in assisting wealthy individuals, families and foundations with the management of substantial and complex portfolios. In the pursuit of preserving your financial future, we coordinate and help simplify challenging issues, including oversight and reporting requirements, investment due diligence and risk assessment, providing select families with a comprehensive range of custom services.

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  • William Cleaver:
  • 6303 Cowboys Way, Ste 425 // Frisco, TX 75034
  • T 469.476.3657
  • F 833.329.0017
  • TF 866.668.9589
  • Maps and Directions Maps and Directions

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.

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