You are our top priority and the center of our attention
Our clients are the very reason we do what we do at Integrated Wealth Solutions of Raymond James. Every action we take is measured by these two thoughts:
Is it in your best interest?
Is it right for you?
As an independent firm, our process is consultative in nature and there is no agenda to offer any particular financial product.
In addition to being client-centric, we hold the following tenets as cornerstones of Integrated Wealth Solutions:
- We provide an objective and transparent money manager selection process
- We offer institutionally priced money managers when available
- We apply a combination of passive and active money management
- We fully disclose our management and consulting fees
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
