Exceptional wealth deserves notable service

You’ve worked hard to accumulate this level of wealth and you deserve a partner who will manage the complexities with careful attention. We understand our clients with significant wealth have unique needs, from tax optimization strategies and generational wealth considerations to liquidity events and charitable giving strategies. As a trusted guide, we can help implement a wealth strategy worthy of your unique position. You can rely on us to manage your well-earned prosperity – now and for the future.

Discover the ways we can help Get in touch

Delivering sophisticated solutions

The astute wealth counsel we provide incorporates a wide range of layered financial strategies designed to fully address the complexities of exceptional wealth in a holistic and highly coordinated manner.

Investment management

02/09/2020
Personalized, strategic offerings including private market investments
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Estate & Charitable planning

02/06/2020
Honor your intentions with thoughtful estate and charitable plans
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Risk management

02/05/2020
Preparing for the unexpected through custom insurance solutions and more
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Cash & lending

02/05/2020
Private banking and liquidity solutions for significant purchases
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Intergenerational wealth

02/05/2020
Strategies and support from longevity planning to family governance
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A central partner – and strategy

Managing extraordinary assets takes a coordinated effort, and we can be that central point of contact for all your financial affairs. We will work closely with your other professional advisors to ensure that all the pieces of your financial life move in strategic harmony.

The Private Wealth Advisor difference

Your significant wealth requires specialized knowledge and resources. As Private Wealth Advisors, we have the expertise to guide you through the intricacies of all your financial matters.

Wealth considerations

Custom guidance for business owners

You want interwoven financial support. We can help you:

  • Navigate the process of selling or transferring your business
  • Identify financing opportunities for M&A activity
  • Analyze and minimize risk to maximize security

Planning for charitable giving

You want to continue your noble pursuits. We can help you:

  • Make a tax-efficient, long-range plan for giving
  • Create a charitable giving plan that honors your legacy
  • Set up donor-advised funds and charitable remainder trusts

Preserving wealth for generations

You want to pass on your legacy. We can help you:

  • Implement smart strategies that will help make your wealth last
  • Minimize tax burdens that maximize your family’s prosperity
  • Consider transfer strategies to gift while you’re living

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Get the individual attention you and your wealth deserve.

Let’s have a conversation

All investments are subject to risk, including loss. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

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.

Trust services available through Raymond James Trust, N.A., an affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc.

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Securities are offered through Raymond James Financial Services, Inc., Member FINRA / SIPC, an independent broker/dealer. Insurance services are provided by Woodforest Wealth Strategies, which is a wholly owned subsidiary of the Woodforest Financial Group, Inc. Investment and insurance products are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Woodforest Wealth Strategies, Woodforest Financial Group, Inc. and Woodforest National Bank are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.

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 your local Raymond James office for information and availability.

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