Exceptional Wealth Deserves Extraordinary Service

You’ve worked hard to accumulate this level of wealth and deserve a partner who will manage the complexities with careful attention. We understand clients with significant wealth have unique needs ranging from tax optimization strategies and generational wealth considerations to liquidity events and charitable giving strategies.

As a trusted partner, we can help implement a wealth strategy worthy of your position. You can rely on us for coordinated services and elevated support as we manage your well-earned prosperity – now and in the future.

The astute wealth counsel provided by our Private Wealth Advisors incorporates a wide range of layered financial strategies designed to fully address exceptional wealth in a holistic manner. When you work with a Private Wealth Advisor, you can count on having a financial professional dedicated to building a trusted relationship with you, understanding your complex needs and being always at the ready to address the essential financial matters in your life.

Private Wealth Advisor is a designation of distinction awarded by Raymond James to qualified candidates that successfully complete the rigorous curriculum and commit to continued education to stay current on innovative strategies for managing wealth and addressing an evolving investment landscape.

Our Private Wealth Advisors have access to the Raymond James platform of powerful private wealth resources to help their clients pursue their most visionary, far-reaching and entrepreneurial goals. They collaborate with client’s tax and legal advisors and Raymond James home office professionals across a wide range of financial disciplines to serve the specialized needs of clients holding significant assets.

Private Wealth Resources include:

  • Boutique investment offerings
  • Alternative investments
  • Trusts and estates
  • Philanthropic foundations
  • Multigenerational wealth transfer
  • Risk management
  • Private banking and lending
  • Investment banking
  • Business advising
  • Business succession planning
  • Tax liability management
  • Family legacy education