We provide a comprehensive roadmap to your long-term financial security.

Bringing all facets of your financial picture together into one comprehensive strategy.

Wealth Management

  • Portfolios with sophisticated investment strategies
  • Fee-based asset managed portfolios
  • Tax mitigation strategies
  • Asset preservation strategies
  • Exit strategies for business owners
  • Estate and tax planning strategies*
  • Use of trusts and insurance for estate planning
  • Investment Policy Statement development
  • Significant wealth events (sale of a family business, retirement with significant assets, managing a large inheritance)

Retirement Planning

  • Retirement investment and income planning
  • Education funding for heirs
  • Complex legacy planning
  • Charitable giving design
  • Insurance review and needs analysis
  • Portfolio analysis and investment allocation
  • Medicare and Social Security guidance
  • Investment Policy Statement development
  • *Raymond James does not provide legal or tax services.

Raymond James Financial Services, Inc., member FINRA / SIPC / Privacy Notice

Securities are offered through Raymond James Financial Services, Inc.

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.