Wealth Management Services
Proactive Family Wealth Management
To Help Reduce Uncertainty
And Enhance Your Financial Well-Being
You can benefit from these core wealth management services supported by the significant resources of our local and national experts and Raymond James Financial Services.
With these independent services you also experience our high-level personal service to keep you on track towards your financial, family and retirement lifestyle goals.
Our firm is independent and so are our solutions:
Comprehensive Wealth Planning
Proactive Investment Management
Risk Management and Insurance Review
Restricted Stock and Concentrated Wealth Planning
Family Wealth Planning
Our Professional Services Network
Comprehensive Wealth Planning – Your personalized Wealth Management Plan can provide clarity of purpose, generate tax benefits, and create an appropriate investment strategy.
Proactive Investment Management – Our proactive disciplined investment process builds an investment plan tied to your unique situation in life. We make sure our clients understand what you own and why you own it.
Risk Management and Insurance Review – Wealth brings with it risks that are often unforeseen. We work with you selecting investments, insurance products, and other suitable tools to mitigate these risks and help protect your lifestyle and family.
Retirement Planning - Today, retirement planning has never been more challenging. First, we help you shape a retirement plan that’s appropriate for you. After determining "how much is enough," we track your progress through retirement and challenging markets, making sure you remain confident about your progress using FinanceWare®.
When volatility strikes, our clients want to know that their retirement or goals are still on track.
Estate Planning - Collaborating with you and your estate planning advisors, we make sure you have the necessary legal documents in place to protect you and your family. It is also necessary to confirm that your current legal planning is in line with your goals. Where necessary, we help develop wealth transfer strategies designed to help ensure that your wishes are carried out efficiently.
These strategies can assist in reducing tax liability for your heirs and avoid unnecessary expenses.
Restricted Stock and Concentrated Wealth Planning – You gain custom strategies for executives and business owners to help manage and diversify wealth held in private companies or through restricted stock.
Tax Planning – We join forces with your tax advisors to plan for your individual or business tax situation. By having all your advisors on the same page you help ensure the most advantageous tax plan.
Family Wealth Planning – First, we start with your priorities, goals and desires and then plan with you to help achieve them. In many cases we help bring family members up to speed so that they understand the family's financial direction. The focus of family wealth planning is gaining a more organized financial life and experiencing greater confidence in your family's financial future.
Our Professional Services Network – In addition to the expertise in our office, we tap into a network of local professionals including accountants and attorneys. Raymond James supports its advisors with access to a full range of comprehensive resources. Combined, we can help solve virtually any challenge our clients face.
To get more information and to request a Second Opinion, contact us here.