Why work with a Private Wealth Advisor

Significant wealth often requires prudent guidance beyond what is typically offered. The astute wealth counsel provided by a Private Wealth Advisor incorporates a wide range of layered financial strategies designed to fully address the complexities of exceptional wealth in a holistic and highly coordinated manner.

Private Wealth Advisor is a designation of distinction awarded by Raymond James to qualified candidates that successfully complete the rigorous curriculum and commit to continued education to stay current on innovative strategies for managing wealth and addressing an evolving investment landscape.

When you work with a Private Wealth Advisor, you can count on having a financial professional dedicated to building a trusted relationship with you, understanding your complex needs and being always at the ready to address the essential financial matters in your life.

Private wealth resources

Private Wealth Advisors have access to the Raymond James platform of powerful private wealth resources to help their clients manage complexities and pursue their most visionary, far-reaching and entrepreneurial goals.

Private Wealth Advisors collaborate with client’s tax and legal advisors and Raymond James home office professionals across a wide range of financial disciplines to serve the specialized needs of clients holding significant assets. The areas covered include:

  • Boutique investment offerings
  • Alternative investments
  • Trusts and estates
  • Philanthropic foundations
  • Multigenerational wealth transfer
  • Risk management
  • Private banking and lending
  • Investment banking
  • Business advising
  • Business succession planning
  • Tax liability management
  • Family legacy education

Awarded by Raymond James, Private Wealth Advisor is a designation of distinction. To earn it, advisors must demonstrate mastery of sophisticated client needs as well as the acumen to deploy specialized private wealth strategies in an integrated, holistic manner.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Alternative investments involve substantial 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. These risks include but are not limited to: limited or no liquidity, tax considerations, incentive fee structures, speculative investment strategies, and different regulatory and reporting requirements. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.

Trust services provided by Raymond James Trust N.A. Raymond James Trust N.A. is affiliated with Raymond James & Associates, Inc., and Raymond James Financial Services, Inc.

* Banking and Lending solutions are offered through Raymond James Bank, an affiliate of Raymond James & Associates, Inc, and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank for your residential mortgage needs.