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
Assemble financial statements
Identify immediate financial priorities
Retirement Plans and Company Benefits
Executive stock compensation strategies
Optimize corporate benefits
Coordination with CPA and Attorney
Legacy document and tax return reviews
Tax efficient investing strategies
Retirement Income Planning
Recommend spending strategies
Administer required minimum distributions
Social Security and Medicare planning
Wealth and Investment Management
Implement custom portfolio
Cash flow strategies
Insurance and Asset Protection
Life insurance and long-term care
Wealth replacement strategies
Wealth Planning
Identify sources of income
Optimize spending and saving priorities
Develop and implement GPM (goal planning/monitoring)
Liability Management* Liability analysis and optimization
Securities-based lines of credit
Residential mortgages
Home equity financing
Small-business financing
Credit cards
Legacy Planning and Philanthropy
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.