Wealth Management Approach

Using Raymond James & Associates' extensive resources, we work with you to develop strategies and recommend personalized solutions.  Our flexible approach evaluates your unique situation and is designed to help you accumulate, protect and transfer your wealth.

Understanding your Financial Objectives - We begin by asking questions to understand more about you and your financial objectives.

Developing Strategies - We analyze and evaluate the financial and personal information you provide so we can match your objectives with sound strategies.

Implementing Solutions - Using these strategies, we develop customized solutions tailored to your goals and objectives, drawing from a wide selection of products and services.

Providing Timely, Ongoing Service - We regulary review your situation to help ensure your financial objectives are being met.


Services and Products

As one of the nation’s leading investment management firms, Raymond James believes that choice is crucial in investment and financial planning. Our firm provides access to a selection of investment products that is both broad and deep, because we feel that your strategies should change along with your lifestyle and your needs. And a change in strategy may require alterations to your portfolio.

Diversification is sound policy, because it’s designed to reduce the inherent risk of investing. (Please note that diversification does not protect against losses in declining markets.)  That’s why Raymond James offers our clients an extensive array of investment alternatives and services.

Available service and products:

*Raymond James & Associates, Inc., Raymond James Financial Services, Inc., Raymond James Trust Company, and Planning Corporation of America, Inc. are affiliated with Raymond James Bank, FSB, member FDIC, a federally chartered savings bank. Unless otherwise specified, products purchased from or held at affiliated Raymond James Financial, Inc. companies are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, FSB, are not guaranteed by Raymond James Bank, FSB and are subject to investment risks, including possible loss of the principal invested.