Why use a Wealth Manager?

In an ever changing economy, with thousands of investments to choose from, complex tax regulations to consider and worldwide political events influencing the markets, making the right investment decisions is not always easy. When you have a wealth manager you can trust, who has taken the time to get to know you and your specific circumstances, planning and investing for your future, your family or your business doesn’t have to be complicated.

The right wealth manager can help you identify the questions, determine the answers and ultimately reach the solutions that are right for you. From determining your investment timeframe to understanding your tolerance for risk to taking steps to safeguard your retirement, a wealth manager can be a valuable partner in managing your financial affairs.

No two people are alike, so why should their financial plans be?

That’s why we foster a culture of independent thinking, giving wealth managers complete freedom to offer objective, unbiased advice. A wealth manager affiliated with Raymond James can tailor a long-term plan based solely on your financial well-being and your specific goals. As your needs evolve, your wealth manager can monitor, manage and adapt your portfolio along with them.

Qualified wealth managers have the tools, resources and expertise essential to making the right choices for you.  Throughout this website we define investment managers and investment-focused financial planners as being wealth managers.

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