Our Services

• Financial Organization Our Client Access on-line platform allows you to see what's happening with all of your Raymond James accounts 24/7.

• Portfolio Management Building a suitable portfolio tailored to your needs requires the use of many financial instruments including stocks, bonds, ETF's, mutual funds, outside managers, and/or alternative investments.  We provide the access and expertise to craft the appropriate portfolio for you.

• Risk Management Controlling risk is a cornerstone of the wealth management process. In addition to a customized investment portfolio design we also provide ideas for controlling the major risks to your wealth in the areas of disability, life, and estate planning.

• Coordination with Your other Professionals Wealth management requires help from many professionals. We work as your private advisor to coordinate services and information with your agent, CPA, estate attorney, and lenders.

• Agent Selection* Since agent selection is one of an athlete's first financial decisions, at the family's request we can provide a process for vetting agents.  We can help cut through the confusion and provide the clarity to find the right fit for you.
• Click here for agent questionnaire guide.

           *Agent Selection is not provided through Raymond James.