Partners dedicated to your goals

Mission Statement
At Wealth Advisory Services, our mission is to meet the comprehensive wealth management needs of uniquely successful individuals and families by employing the full resources of a large, multinational financial services firm and utilizing independence and objectivity to meet each client’s objectives.

Wealth management is not simply about portfolio holdings and account balances. It's about your whole life. We understand this and care about your personal goals for your family, your business and your future. We can provide you with the comfort of making decisions that not only support your financial objectives, but help ensure you have time to do the things you enjoy with those you love.

How We Work Makes Us Distinct
There is a tradition behind everything we do. It starts with personal service, which defines all aspects of your relationship with Wealth Advisory Services. We create custom strategies designed to achieve your financial goals by first taking into account the unique needs and challenges you and your family face. We come together as specialists from various fields to support those goals, and we deliver exceptional care and attention. We listen before acting. And we provide advice crafted to anticipate and respond to your unique requirements.

A relationship with us presents an opportunity for you to work with trusted advisors who provide personalized attention and who truly understand your goals. This high level of service is strengthened by the resources and support of Raymond James (NYSE: RJF), an international financial services firm that has been distinguished by its independence, stability and conservative growth and investment practices for 47 years.

When Raymond James was founded in 1962, it focused on financial planning for the individual. This novel approach was one in which financial advisors based their investment decisions on a full understanding of each client’s unique needs and goals. This approach remains a hallmark of the firm today, and its core principles of acting in the best interests of each client lies at the heart of everything at Wealth Advisory Services.  

To learn more about Raymond James, visit raymondjames.com.


This site is published for residents of the United States only. Raymond James financial advisors may only conduct business with residents of the states 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.
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