727.910.2001 [email protected]

Wealth Management Services

Our expertise across many areas of investment management offers you
a wide variety of customized investment solutions, sophisticated strategies,
and a personalized plan designed to get you to and through your specific goals.

Financial Overview

Clarify your values, goals and objectives

Assemble financial statements

Identify immediate financial priorities

Retirement Plans and Company Benefits

Retirement plan analysis and coordination

Executive stock compensation strategies

Optimize corporate benefits

Coordination with CPA and Attorney

Collaborative meetings

Legacy document and tax return reviews

Tax efficient investing strategies

Retirement Income Planning

Design tax efficient streams of income

Recommend spending strategies

Administer required minimum distributions

Social Security and Medicare planning

Wealth and Investment Management

Portfolio review

Implement custom portfolio

Cash flow strategies

Insurance and Asset Protection

Policy reviews and needs analysis

Life insurance and long-term care

Wealth replacement strategies

Wealth Planning

Define an ideal and acceptable lifestyle

Identify sources of income

Optimize spending and saving priorities

Develop and implement GPM (goal planning/monitoring)

Liability Management* Liability analysis and optimization

Through Raymond James affiliates, you have access to banking services, including:

Securities-based lines of credit

Residential mortgages

Home equity financing

Small-business financing

Credit cards

Legacy Planning and Philanthropy

Beneficiary and account titling review

Estate and wealth transfer strategies

Philanthropic and gifting techniques

The single greatest edge an investor can have is a long-term orientation. – Seth Klarman

*Banking and Lending solutions are offered through Raymond James Bank, an affiliate of Raymond James & Associates, Inc, and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or negotiate terms of any such loan. You will be put in contact with a Raymond James Bank for your residential mortgage needs.