A more personal approach to professional financial guidance

How we can help achieve your financial goals – “Our process starts by listening to you …”

We welcome the opportunity to help you achieve your wealth management goals. Our services are designed to help clients who have reached the stage where their financial affairs have become increasingly complex and they require professional assistance furthering, coordinating and simplifying the management of their wealth.

If you require the highest level of professionalism and expertise for your wealth management, we invite you to learn more about our services. We welcome inquiries from:

  • Busy executives and professionals looking to free their time to focus on personal and career goals
  • Farmers requiring assistance developing and implementing a succession plan for the family farm
  • Pre-retirees who want to make the most of their retirement savings as they approach retirement
  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
  • Philanthropists looking for creative ways to enhance their legacy to chosen charities
  • Non-profit organizations requiring assistance managing investment assets according to specific guidelines

Raymond James (USA) Ltd. All rights reserved. Raymond James (USA) Ltd. (RJLU) 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. This website may provide links to other Internet sites for the convenience of users. RJLU is not responsible for the availability or content of these external sites, nor does RJLU endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy that RJLU adheres to. Investing in foreign securities involves risks, such as currency fluctuation, political risk, economic changes, and market risks.

Raymond James (USA) Ltd., member FINRA / SIPC.

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