Affluent Investors

Customized Strategies and Estate Plans for Affluent Families

We have had the privilege of guiding generations of clients, by applying a consultative approach to managing the complexities that accompany wealth.

Our offerings reflect the distinct needs of the families and individuals we serve. We take a comprehensive approach when addressing the challenges our clients face and our solutions are tailored to each client’s unique needs. Our clients have worked hard to accumulate their wealth and it needs to be protected, which is why our priority is to manage the risk our clients face.

From private wealth management to estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Our specialized knowledge, and access to technology and research allows us to nimbly adapt to your needs and objectives. We can help you make more informed decisions that will allow you to feel relieved, confident, self-assured and empowered about your wealth.

How We Can Help

  • Tailored Investment Strategies
  • Family Legacy Planning
  • Retirement Planning
  • Successful Wealth Transfer
  • Trust Services
  • Banking and Lending Solutions1
  • Risk Management and insurance2

1Lending 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.

2Insurance 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.

Want to learn more about our process?

Schedule a 15 minute introductory call so we can learn more about you, your financial goals and how we can best help you achieve them.