2101 Parks Avenue
For individual clients, we offer three levels of service. Based on your needs and unique circumstances, our team will help you determine which model is most suited to helping your reach your financial goals.
(Generally $500,000 or more in assets)
Our first level provides you with core investment services including:
(Generally $1,000,000 or more in assets)
At the next step up, you will receive all of the services offered to our Core Investment Management clients, as well as more robust, long-term planning including:
(Generally $2,500,000 or more in assets)
At our third and highest level you will receive all of the services offered to our Core Investment Management and Financial Planning clients, you will enjoy a full range of tailored services including our "By Invitation Only" visit to the Raymond James headquarters in St. Petersburg, Florida. Accompanied by a member of our team, you will have the opportunity to meet with professionals from several areas of the firm that focus on Wealth Solutions, Estate Planning, Fixed Income, Alternative Investments and more.
Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests.