Pragmatic wealth management for families and individuals
For families and individuals
We have had the privilege of guiding generations of clients, applying a consultative and collaborative approach to managing the complexities that accompany wealth. Our work reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.
From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Our access to technology, research and specialized knowledge allows us to nimbly adapt to your needs and objectives.
You've spent a lifetime building a legacy. Let us help you make the most of it.
A Raymond James Charitable Donor Advised Fund makes grants to charitable organizations on behalf of the donor so that they can enjoy the power of giving without the hassle of timing, tax concerns, expenses and record-keeping.
Watch this video about Charitable Donor Advised Funds to learn more.
Services Include
- Wealth & Investment Management
- Banking & Lending Solutions1
- Insurance & Annuities2
- Legacy Planning
- Wealth Transfer
- Risk Management
1Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc. 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 to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.
2Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.
