From the moment you sit down with us – we listen...
To your needs; to your dreams; to your goals for the future. Then we partner with you to deliver all of the financial services you need to manage, grow and protect your wealth.
Enduring wealth requires a seamless transfer of resources from generation to generation. Yet, many wealth transfers fail because of a lack of preparation, trust, and communication among family members or business associates.
Traditionally, wealth management concentrates on investments, financial planning, and trusts. This approach can ignore the issues that contribute to the disappearance of family wealth or loss of a business that supports employees, families, and communities.
We deploy leading-edge wealth impact strategies designed to help you bring about a smooth transfer of holdings and uninterrupted continuity of your legacy and business interests.
Please note: Raymond James is an independent organization. Investment products offered through Raymond James are NOT deposits: are NOT insured by the FDIC or any other agency: are NOT guaranteed by Kirkpatrick Bank: and ARE subject to risk, including loss of principal.