A steadfast financial partner for individuals and families

We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our objective is to serve as your financial partner for life, handling all matters related to managing and preserving your wealth and building your legacy – so you are free to focus on the things in life that matter to you most.

Our offerings reflect the distinct needs of the families we serve, including asset preservation, tax planning, managing cash flow, managing education debt and valuing a company or practice for purchase or sale. We can coordinate 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 our prudent approach help you make the most of it.

Services Include:

  • Wealth and investment management
  • Banking and lending solutions1
  • Insurance and annuities2
  • Legacy planning
  • Wealth transfer
  • Risk management

1 Lending solutions offered by Raymond James Bank, an affiliate of Raymond James & Associates, Inc. and 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.

2 Insurance 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 or legal advice. You should discuss any tax or legal matters with the appropriate professional.