We have had the privilege of guiding generations of clients, applying discretion and a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to ensure we provide a holistic approach for all aspects of your life.
We also understand the unique challenges women face and how to help you get the answers you need to make decisions about your investments and your estate. And as your life changes, we’ll be here to help you readjust and move forward with a financial strategy designed to meet your current and future needs.
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.
Our services include:
- Wealth and investment management
- Banking and lending solutions through our affiliate Raymond James Bank
- Insurance and annuities
- Legacy planning
- Wealth transfer
- Risk management
Managing, growing and preserving wealth for generations is our highest objective.
