Welcome

Our families rise from three categories:

Wealthy Individuals and Families who meet our minimum net-worth requirement.
High Income Earners -- Those whose income and savings rate allow them to rapidly accumulate savings to eventually become a qualified client.
Children of Qualified Clients -- Dependents who will eventually receive sizeable assets through inheritance, but who would otherwise not qualify as a client.

Many of our typical clients are self-made and have saved and made sacrifices to accumulate their wealth. They want to maintain their financial independence, maximize their purchasing power, and minimize their taxes.

They do not want to be taking on the unfamiliar and demanding task of managing the wealth that they have worked so long and diligently to gather. They prefer to delegate that responsibility to competent professionals.

Click here to read the Raymond James Client Bill of Rights.

Raymond James financial 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.