Our purpose is to enrich your life

At Wealth Advisory Services, our sole purpose is to serve as trusted advisors for the select individuals and families with whom we work. We create unified investment, financial and estate planning strategies designed to enhance and preserve your wealth. Meanwhile, you remain free to focus on living, enjoying your accomplishments and making an impact in your community.

Manage Your Assets

  • Professional Asset Management
  • Alternative Investments*
  • Corporate Services
  • Credit, Lending and Cash Management
  • Investment Banking

Preserve Your Wealth

  • Asset Allocation
  • Concentrated Equity Management
  • Insurance and Risk Management
  • Tax-Managed Investments

Build Your Legacy

  • Estate Planning
  • Trust Services and Administration
  • Charitable Giving Strategies and Administration
  • Education Funding

 

 

*Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum-net-worth tests.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.


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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