Exceptional wealth deserves notable service

You’ve worked hard to accumulate this level of wealth and you deserve a partner who will manage the complexities with careful attention. We understand our clients with significant wealth have unique needs, from tax optimization strategies and generational wealth considerations to liquidity events and charitable giving strategies. As a trusted guide, we can help implement a wealth strategy worthy of your unique position. You can rely on us to manage your well-earned prosperity – now and for the future.

Discover the ways we can help Get in touch

Delivering sophisticated solutions

The astute wealth counsel we provide incorporates a wide range of layered financial strategies designed to fully address the complexities of exceptional wealth in a holistic and highly coordinated manner.

Personalized, strategic offerings including private market investments
Read More
Niches
Honor your intentions with thoughtful estate and charitable plans
Read More
Niches
Private banking and liquidity solutions for significant purchases
Read More
Niches
Strategies and support from longevity planning to family governance
Read More
Niches
Preparing for the unexpected through custom insurance solutions and more
Read More
Niches

A central partner – and strategy

Managing extraordinary assets takes a coordinated effort, and we can be that central point of contact for all your financial affairs. We will work closely with your other professional advisors to ensure that all the pieces of your financial life move in strategic harmony.

The Private Wealth Advisor difference

Your significant wealth requires specialized knowledge and resources. As Private Wealth Advisors, we have the expertise to guide you through the intricacies of all your financial matters.

Wealth considerations

Custom guidance for business owners

You want interwoven financial support. We can help you:

  • Navigate the process of selling or transferring your business
  • Identify financing opportunities for M&A activity
  • Analyze and minimize risk to maximize security

Planning for charitable giving

You want to continue your noble pursuits. We can help you:

  • Make a tax-efficient, long-range plan for giving
  • Create a charitable giving plan that honors your legacy
  • Set up donor-advised funds and charitable remainder trusts

Preserving wealth for generations

You want to pass on your legacy. We can help you:

  • Implement smart strategies that will help make your wealth last
  • Minimize tax burdens that maximize your family’s prosperity
  • Consider transfer strategies to gift while you’re living

Related Resources

When success opens doors, it’s savvy decisions that can keep them open.
Read
Business Ownership
Prioritizing philanthropy in retirement starts with strategy.
Read
Estate & Giving
What inspires the recent appeal of obsolete technology.
Read
Technology & Innovation
How to inspire charitable values for years to come.
Read
Estate & Giving
Maintaining a balance between net worth and income will need to be adapted throughout your lifetime – learning strategies to manage the two can help.
Read
Family & Lifestyle
Explore a home buying strategy designed to give you liquidity now and flexibility later.
Read
Family & Lifestyle
The practicalities and possibilities of embracing the future on your own.
Read
Retirement & Longevity
Want family to follow your professional footsteps? A successful succession strategy could start with these 9 questions:
Read
Business Ownership
Overcome the limitations of interviews and strengthen your support of new hires.
Read
Business Ownership
Grief can be a galvanizing force for good, and DAFs can make it easier to channel that generosity while honoring a life.
Read
Estate & Giving
A market-wide boom of private equity investment is turning small, local residential service providers into big business. From the outside, it's been easy to miss.
Read
Markets & Investing
Choosing who to carry your plans forward presents a distinct, but solvable, challenge.
Read
Estate & Giving
Key person insurance can protect revenues and bolster employee retention.
Read
Business Ownership
How to start planning for the future of a valuable collection.
Read
Estate & Giving
This personalized approach offers increased flexibility for sophisticated investors.
Read
Markets & Investing
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
Read
Business Ownership

For high-net-worth clients, private placement life insurance and private placement variable annuities marry tax advantages with investment flexibility.

Read
Markets & Investing
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Read
Family & Lifestyle
What makes gold a widely considered inflation hedge for shielding wealth?
Read
Markets & Investing
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Read
Estate & Giving
Technology and trends have made individual investors an important part of the private market.
Read
Markets & Investing
When buying luxuries, your portfolio can be powerful collateral.
Read
Family & Lifestyle
Sometimes the very thing that creates substantial wealth poses its greatest threat.
Read
Markets & Investing
Understand the differences between giving vehicles.
Read
Estate & Giving
Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills.
Read
Tax Planning
The power of quantum computing lies in its capacity – and its potential is not just a game-changer, but a world-changer.
Read
Technology & Innovation
Non-eligible designated beneficiaries have 10 years to draw down inherited qualified retirement accounts; here, we explore ways to extend the life of that wealth.
Read
Retirement & Longevity
If you plan to age in place, the best time to create a vibrant home you can grow old with is now. 
Read
Retirement & Longevity
Beyond education savings, these plans can work for you - not just your kids.
Read
Family & Lifestyle
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
Read
Estate & Giving
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
Read
Family & Lifestyle
Learn what makes a good franchisor and how to get started.
Read
Business Ownership
A versatile tool that can help enhance the benefits package you offer your employees.
Read
Business Ownership
Artificial intelligence is creating new, more complex cybersecurity challenges. It may also hold the solutions.
Read
Technology & Innovation
Determining the ideal profit sharing design for your organization.
Read
Business Ownership
Explore fixed-income tools that generate income and infrastructure.
Read
Markets & Investing
Billionaires and the not-so-wealthy have pledged to donate the majority of their wealth to causes they value most.
Read
Estate & Giving
Age may just be a number, but when it comes to retirement, it matters.
Read
Retirement & Longevity
How high-net-worth individuals can make the most of retirement, from new ways of investing to preparing for the unexpected.
Read
Retirement & Longevity
Understanding your risk profile is an important component of managing significant wealth.
Read
Family & Lifestyle
Strategic protections real estate agents can take to mitigate risk.
Read
Business Ownership
Generation-skipping trusts (GSTs) can provide certain protections and benefits that other trusts don’t.
Read
Estate & Giving
Discover the reasons investors diversify their portfolio with alternative investments.
Read
Markets & Investing
A compelling plan to make a genuine impact on the world has a variety of components.
Read
Estate & Giving
Companies show that environmental business practices can be good for business.
Read
Technology & Innovation
How a careful and intentional trust will help ensure your intentions are upheld.
Read
Estate & Giving
In an ever-changing landscape, which technologies do advisors leverage to create client-focused financial plans?
Read
Technology & Innovation
It’s a financial and emotional journey. Here’s where to start.
Read
Business Ownership
Protect what you've built with a secondary insurance policy.
Read
Family & Lifestyle
The technology is fast rising in popularity and the possibilities are almost limitless.
Read
Technology & Innovation
Learn what makes a good franchisor and how to get started.
Read
Business Ownership
From privacy and cybersecurity to legal and reputational risks – are you prepared for what's out there?
Read
Technology & Innovation
A pandemic necessity. But, how have remote preferences and hybrid workstyles since impacted business and real estate development?
Read
Technology & Innovation
Infrastructure has historically drawn the attention of institutional investors. But now individual investors are starting to take notice.
Read
Markets & Investing
Collectibles can appreciate in value, but are they a solid investment?
Read
Family & Lifestyle
A dedicated executor or trustee can help unburden your loved ones.
Read
Estate & Giving
Managing substantial wealth often requires specialized capabilities and expertise.
Read
Markets & Investing
For investors with appropriate risk tolerances, the measured inclusion of commodities can offer an additional dose of diversification.
Read
Markets & Investing
Affluent investors should carefully consider their liquidity needs, privacy concerns and diversification strategy.
Read
Markets & Investing
Important rental, tax and retirement considerations to consider.
Read
Family & Lifestyle
Managing earnings tax efficiently may be as important as the compensation package itself.
Read
Business Ownership
Whether it’s to diversify your existing offerings, position your firm for future growth or amplify returns, investing in a new business can be both thrilling and complex.
Read
Business Ownership
Managing earnings tax efficiently may be just as important as the compensation package itself.
Read
Family & Lifestyle
Did you know a securities-based line of credit (SBL) can help you finance everything from a dream home to a dream... horse?
Read
Family & Lifestyle

Get the individual attention you and your wealth deserve.

Let’s have a conversation

All investments are subject to risk, including loss. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

Lending solutions offered by 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 employee for your residential mortgage needs.

Trust services available through Raymond James Trust, N.A., an affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc.

The future at your fingertips

Raymond James financial advisors may only conduct business with residents of the states and 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.

Links to external content or websites, if provided, are for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as LongView Financial Partners. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. LongView Financial Partners is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

© 2026 Raymond James Financial, Inc.