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 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 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.
[i] . Bennyhoff, Donald G, and Francis M Kinniry. “Vanguard Advisor's Alpha.” July 2018, personal.vanguard.com/pdf/ISGAA.pdf.