Strategic Planning • Investment Management • Trust & Charitable Services • Capital Markets • Lending Solutions
VISUALIZE YOUR FUTURE
When it comes to financial planning, there is only one person that matters: You. Because this is your life, your goals, your dreams. It starts with knowing where you want to go, then figuring out how to get there. That’s where we come in, as a partner to help you prepare for the future you’ve always wanted. Here’s how we can help.
WEALTH MANAGEMENT. SIMPLIFIED? ABSOLUTELY.
With Private Wealth Direct, you’ll enjoy the power of a professionally managed portfolio through an advisory relationship and the convenience of technology to help you reach your goals. You’re not alone in this. As a client, you’ll benefit from the expertise of a dedicated CERTIFIED FINANCIAL PLANNER™ and the global resources of Raymond James.
TELL US ABOUT YOURSELF
Answer a few questions regarding your goals, risk tolerance and timeline, and we will propose a professionally managed investment portfolio through an advisory relationship to get you started. Learn more about our Freedom Portfolios here.
Through Private Wealth Direct, you can open and fund your account online. And once your account is open, you can keep track of your progress and collaborate with your advisor through our award-winning client site, Client Access.
Client Access: Put Your Finances in Focus
Client Access is the technology hub of Private Wealth Direct. You’ll enjoy a holistic view of your finances, detailed reporting, financial planning work with progress tracking, and interactive tools for securely communicating with your wealth management team.
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 our office for information and availability.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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