Wealth management requires specialized expertise. Kirkpatrick Bank is pleased to introduce Raymond James to meet your financial planning needs. Our customers now have access to dedicated wealth advisors who can work closely with your private banker to assure goals are comprehensively addressed.
Wealth Planning Services
Building, protecting and passing wealth on is neither accidental nor static. Working with an advisor who is specially qualified in financial planning and has access to best-in-class expertise adds to the potential of your growth.
Trust & Estate Services
Setting up a trust involves identifying a trustee, a custodian, a personal representative and/or an agent to the trustee. It also involves defining the approach that serves your needs best from amongst a wide variety of trust and estate structures. Your choices could include living trusts, charitable remainder trusts, life insurance trusts, specialty trusts and IRA rollover trusts.
Asset Management Services
In today's complex marketplace, even sophisticated investors are challenged to stay current, monitor their investments, and respond to rapidly changing conditions. You want an advisor who can provide a disciplined, systematic strategy for managing risk and access to institutional-quality portfolio options.
Institutions & Foundations
Corporations, family enterprises, non-profits, foundations, endowments, insurance companies, have special needs when it comes to investment consulting. From investment policy and strategy development to investment research, reporting and oversight, such entities must address their financial goals and fiduciary obligations. An advisor can provide consulting solutions tailored to the needs of the organization, including the development of investment objectives and a written Investment Policy Statement.
Business Advisory Services
Do you know how you are going to exit your business? Your options can range from going public, selling to the highest bidder, or retiring and handing over your business legacy to your family. The truth is that many business owners have no exit strategy for their businesses. Many focus their energies on business survival, future growth, and even remaining active in business after retirement. . An exit strategy means having a plan for the succession or transfer of ownership of your business, as well as for the sudden liquidity and tax implications from a sale. An exit strategy should also have a plan for the unexpected - including financial hardship, injury, disability, and even death.
Many people choose to leave a lasting legacy through their philanthropic activity. This might involve gifting chosen charitable organizations or setting up such an organization of your own. Either way, philanthropic efforts are enhanced through a systematic planning process exploring your goals and developing strategies to meet them.
Contact Josh Waymire, Raymond James Advisor, Colorado
Contact Bill Callis, Raymond James Advisor, Oklahoma
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.