Investment Management

Goal-focused financial strategies

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We understand that financial goals are a key component of living out a powerful story. They are an integral part of your daily life and the legacy that follows. Staying current in today’s complex marketplace takes time, research, and agility to respond to changing conditions.

Life is dynamic. Circumstances and goals change.

Our advisors can provide tailored solutions and advanced asset allocation techniques to meet your needs and lifestyle through traditional methods and creative, sophisticated investment alternatives. We utilize a distinguished, comprehensive platform through Raymond James Financial Services and explore outside alliances to deliver a variety of custom features and benefits.

Whether you are early in your career, investing for your future retirement, or navigating current needs, we can help answer the important questions. Together we can bring light to your financial uncertainties and help ensure that you have the resources needed to achieve your specially designed plan. 

There is no assurance any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests.

Services we offer:

• Asset Management
• Retirement Planning
• Wealth Protection
• Saving for College
• Charitable Gifting
• Income Strategies
• Tax-Loss Harvesting
• Legacy Planning
• Trust Management

Who is Raymond James? 

We are a different kind of financial services firm, built on a foundation of client-first service.

Raymond James has always been a different kind of financial services firm – one that embraces long-term planning, values methodical decision-making and remains focused on what matters most: YOU.

Since our founding in 1962, Raymond James has focused on financial planning to help individuals reach their goals. We believe that when it comes to your money, there is no substitute for a carefully considered, disciplined investment approach that addresses your unique financial picture. That’s why our first priority is to establish an open and trusting rapport in an effort to discover what you need – and want – your money to do for you and your family. From there, we develop a tailored financial plan designed to help you get where you want to go. In short, our specialty is providing financial service that begins and ends with you.

ABOUT RAYMOND JAMES

Raymond James is a publicly traded, global company with distinct business units that serve a variety of clients. Headquartered in St. Petersburg, Florida, we have grown into one of the largest independent financial services firms in the United States. And, more than 55 years after our founding, we remain true to our core tenets of conservatism, independence, integrity and client-first service – laying the groundwork for financial strength and stability.

For more information, please visit www.raymondjames.com