Your Wealth Manager
Why Use a Wealth Manager?
In an ever changing economy, with thousands of investments to choose from, complex tax regulations to consider and worldwide political events influencing the markets, making the right investment decisions is no easy task.
Qualified wealth managers have the tools, resources and expertise essential to making the right choices for you.
Why Choose a Wealth Manager Working with Raymond James?
At Raymond James we understand that the relationship between a client and their wealth manager must be based on professionalism and trust. Hence, the entire infrastructure of our business is based on the fundamental principle of putting our clients first.
The key to delivering a first class wealth management service lies with identifying a client’s needs and delivering a customised investment solution. Because every client is unique, a one size fits all approach is rarely in a client’s best interest. At Raymond James we believe that by giving wealth managers the ability to select investments and make choices on a purely unbiased basis, this enables them to create the right investment strategy for investors. Wealth managers are not required by us to meet quotas and are under no obligation to use certain products or services. Instead we provide them with access to a diverse, independent platform of products, services, tools and research. With Raymond James providing additional dedicated support, wealth managers can concentrate on what they do best: creating bespoke financial solutions to meet each client’s needs.
For more information about the support our wealth managers receive, please click here.