Our clients represent a wide range of ages and occupations, including corporate executives, business owners, affluent families, corporations, and other institutional clients. While their needs, goals and situations may vary greatly, the common denominator is the highly consultative, independent approach we apply to help bring all the pieces of the financial puzzle together in an organized and cohesive manner.
As an executive, you are charged with the responsibility of creating, growing, and preserving corporate assets for the benefit of shareholders and employees. Because of the demands this responsibility places on your time, you may find it a challenge to devote the same level of attention to the oversight of your own personal assets. For this reason we created Integrated Wealth Solutions of Raymond James.
Our team understands that corporate executives have accumulated significant pools of wealth within various executive compensation programs, and we recognize that focused planning and oversight of these programs is essential to a successful financial plan.
We are well-versed in managing executive transactions such as employee stock option plans, share repurchase programs, 401(k) plans, and other executive benefit platforms. What’s more, we offer hedging and monetization strategies for concentrated equity positions.
With the savvy financial guidance of our team and our Integrated Wealth Management System, we help executives organize their financial lives and plan for their futures. Our services include:
We know business owners spend long workdays running and building their companies, leaving little time or energy for financial planning. Fortunately, most recognize the value in having a trusted financial advisor who acts in their best interest and serves as their financial partner – someone who is attuned to the details, while also looking at the big picture.
We’ll take the time to understand your business, goals, and important needs, such as asset preservation, cash flow management, tax planning, employee retention, insurance planning, financing, non-qualified plan consulting, and business valuation.
As with most business owners, your personal wealth is intertwined with your company, and you need to have a strategy for the eventual transfer of ownership from the enterprise when you begin to consider divesting your business or retiring. Our services include:
We provide a concierge level of personal attention, wealth preservation strategies, legacy planning, and private wealth management that go far beyond just typical investment management – to help serve you and your family in a most thorough manner.
Addressing the complexities of wealth requires many things – seasoned financial guidance, a disciplined process, and a versatile range of financial strategies. Our experience enables us to help families explore and understand planning options so strategies can be crafted to help meet each family’s goals and preferences. Our services include:
Corporations and nonprofits count on us for insightful, practical strategies addressing the complex financial issues they face. We help them develop, implement, and manage a well-defined Investment Policy Statement designed to bring continuity to the decision-making, and employ a sensible investment approach to pursue their objectives for carefully managed growth and asset preservation. We recognize that focused planning, powerful technology, and consistent oversight are essential for an organization to run well. Integrated Wealth Solutions provides customized strategies to assist in advancing your organization’s mission. Our services include: