Your life, your love, your financial plan

When you partner with us, your financial future will be supported by a relationship rooted in trust and respect. You will have an advocate for your financial goals, as well as for all the greater goals your finances can make possible.

We are proud to help our LGBTQ+ clients pursue lasting well-being with holistic wealth management informed by our knowledge of the challenges LGBTQ+ people can face. This depth of support is the benefit of working with an advisor who gets you, who makes you feel welcome, and who never requires you to explain your life and values in other people’s terms. Your triumphs and experiences are uniquely yours; your financial plan should be uniquely yours, as well.

Discover the ways we can help Get in touch

Explore services

We can support your specific needs and goals in a way that’s right for you.

Comprehensive preparation for life after the workplace
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Family & Lifestyle
An all-encompassing approach to preserving and managing wealth
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Family & Lifestyle
Identifying and mitigating financial risks through a variety of strategies
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Family & Lifestyle
Set up a tax-efficient, long-range plan to give now or in the future
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Family & Lifestyle
Preserve your standard of living smartly for decades to come
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Family & Lifestyle
Tax-efficient wealth transfer strategies that honor your intentions
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Family & Lifestyle

Built on understanding

In retirement, healthcare, and in managing the documents that protect your intentions, LGBTQ+ people can face distinct challenges. We will help you address these concerns, and when needed, serve as the hub of your team, coordinating services with your attorneys, accountant and other professionals in service to your goals.

What does your financial future look like?

Our wealth management resources can help you visualize it. They can also help in creating a financial plan that’s designed to grow with you, from planning to send your child to college to planning your retirement income.

Living Well

Your financial plan

Create opportunity from your achievements. We can help you:

  • Gain confidence in your finances
  • Protect your family and loved ones
  • Prepare for major changes

Your retirement

Pursue your vision and lifestyle goals. We can help you:

  • Create and manage retirement income
  • Budget your needs and explore your priorities
  • Explore the impact of “what if” scenarios

Your independence

Maintain your quality of life into your retirement. We can help you:

  • Protect your accomplishments
  • Prepare for long-term care and healthcare
  • Adapt your home to new needs

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Envision a future that’s uniquely yours

Let’s have a conversation
All investments are subject to risk, including loss. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Lending solutions offered by Raymond James Bank, an affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James financial advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.

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