High Net Worth Families

High-net-worth clients have very specific needs that are different than most. They are generally not worried about retirement, spending habits, etc., because they don’t have to. However, they are very interested in liability strategies, alternative investment strategies and taxes. Through our broker/dealer, Raymond James Financial Services, Inc, we have specialists we can rely on to provide the information needed to create a plan that exceeds the client’s needs. That’s not enough?  It is not uncommon for us to fly down to Raymond James headquarters in St. Petersburg, Florida, to meet the specialists and get recommendations face to face. No financial need can be too complicated for us to tackle.