Skilled management of
your wealth

“Coming together is a beginning. Keeping together is progress. Working together is success.”
Henry Ford

In our business, we love celebrating with our clients the freedom wealth can bring. That is why we take so seriously our responsibility to help them manage it wisely – and why we use a disciplined and coordinated approach to address all the issues and complexities that often accompany the management of wealth. Wealth management is customized to your needs and preferences, and designed to bring cohesiveness to your financial life. It often involves collaboration with other professionals such as your CPA and attorney.

An important part of managing your wealth is planning for retirement. That’s because preserving your wealth and maintaining your standard of living will be among your highest priorities once you retire. Because people are living longer today, the possibility of spending 30 years in retirement requires careful preparation and disciplined investing. We can create a plan for monthly distributions from your portfolio designed to help preserve your principal.* We can also assist you with longevity planning, required minimum distributions, income planning, tax planning, proper account titling and beneficiaries, multigenerational wealth transfer, charitable giving, and asset preservation and reallocation.

Another important part of wealth management is the daily task of cash management. To help make it easier, we provide the convenience of easy-access to monitor all of your finances in one central, secure location. Integrated cash solutions provide the flexibility to handle your day-to-day finances, which helps you stay focused on your plans for your future.

Lastly, wealth and long-term financial stability require liabilities to be managed as prudently and judiciously as assets. To help put tools for this task within easy reach, we offer a complete suite of lending solutions to help you gain access to capital quickly and cost-effectively. Whether you need funds for a business venture, or to assist with college tuition, we have the solutions necessary to help you move forward with your plans.**

* This plan may require future adjustments depending on market conditions. Withdrawals which exceed your portfolio's return will result in the reduction of principal. There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of principal. ** Offered through Raymond James Bank, an affiliate of Raymond James Financial Services, 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.