Helping to bring together every facet of your financial life

Taken separately, the many factors and implications of significant wealth can become overwhelming. By bringing them all together, the facets of your financial life can work as a coordinated, simplified whole – like the pieces of a puzzle. This philosophy is the foundation of our firm and guides every decision we make.

We created Integrated Wealth Solutions of Raymond James to act as a unifying source for wealth management by bringing together the objectivity, resources, and investment alternatives necessary to help complete your financial puzzle and provide truly comprehensive wealth management.

Alternative investments involve substantial risks that may be greater than those associated with traditional investments and are not suitable for all investors. These risks include, but are not limited to: limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. Investors should only invest in alternative investments if they do not require a liquid investment and can bear the risk of substantial losses.