A Full Range of Services
to Help With Every Crossroad
Managing wealth is a significant undertaking. Should you choose us to assist you, you can be certain you will play a critical role in the process, but never so much that it interferes with the enjoyment of other aspects of your life. After all, that’s what our services are designed to help you to do.
Because we’re financial planners as well as wealth managers, it requires us to take a holistic approach to our clients’ finances. So we work closely with other professionals involved in our clients’ lives in order to ensure a complete financial picture is created.
Understanding your particular circumstances, goals and aspirations serves as the basis from which we develop an integrated plan that addresses every facet of your wealth.
When crafting an integrated wealth management plan, we draw on our expertise in the following areas:
- Financial planning
- Retirement planning
- Risk management
- Tax planning
- Executive compensation and benefits planning
- Business succession
- Corporate retirement plan services
- Estate planning
- Intergenerational wealth transfer
- Asset allocation
- Asset management
- College planning
- 401(k) plans
- Insurance and annuities
- Cash flow analysis
- Liability management
Achieving your short-term and long-term goals requires far more than just managing investments.
Working With Us
Winner’s Circle, a Barron’s research organization, produced the rankings based on data provided by over 4,000 individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. Among the factors considered for the rankings are assets under management, revenue that the advisors generate for their firms and the quality of their practices. Data points that relate to quality of practice include length of service, designations held, services beyond investments offered including estates and trusts, and an evaluation of each advisor’s regulatory record etc. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James. The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM). The FT then invited a list of just under 1,000 advisors to complete a survey used to obtain more information on the advisors practices. 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James. Forbes' Top 200 Wealth Advisors' ranking based on a minimum of seven years experience and a quantitative and qualitative algorithm designed by SHOOK Research weighing factors such as revenue trends, assets under management, compliance records, industry experience and best practices. This award is bestowed by an independent third party organization not affiliated with Raymond James.
Consolidated Planning Corporation is independent of Raymond James. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.