A breadth of services

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to serve a variety of needs

Investing in the private market and alternative investments* offer opportunities beyond traditional stocks and bonds, designed to help manage volatility, enhance returns, and diversify portfolios. Through our partnership with Raymond James, we have access to a broad spectrum of high-quality offerings across asset classes – including fund as well as direct opportunities – available to investors across the wealth spectrum.

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With cash strategies provided by Raymond James and lending solutions provided through Raymond James Bank, you can enjoy all of the features and convenience you're used to, with the personal service of someone you trust and who truly understands your life needs and financial objectives. Our comprehensive suite of cash management and lending solutions can address both your short-term and long-term needs to help ensure that we are continuously working to fulfill your financial goals.

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A retirement plan can be an engine of wealth creation for you, your employees and their families. It can also be a critical differentiator for recruiting and retaining the top talent that keeps your business flourishing. However, retirement plan management is complex, with fiduciary responsibilities that demand expertise that may lie outside your wheelhouse.

We work with business owners, executive committees and HR departments to help ensure that their plans remain compliant with ERISA regulations and deliver meaningful results for their employees. We do this by offering a full slate of retirement benefit program services for new and established programs including investment menu curation, fiduciary services, and employee outreach.

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Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to build your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are properly invested. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright and confident future.

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No matter where a business stands in its lifecycle, our results-driven team stands ready to help you move it forward – with deep industry expertise driven by senior bankers. Behind our full-service investment banking capabilities are hundreds of specialized professionals in strategically located offices throughout the US, Canada and Europe within eight growth-oriented industry practices to serve you.

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Our team of professionals reviews a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.

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It’s more important than ever to have a plan for your finances, your health, your legacy and beyond – so that as we continue to live longer, we can position ourselves to live better. Prioritizing your longevity plan as part of your larger financial picture is critical to confidently step into the fulfilling tomorrow you envision.

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There are many scenarios that can lead to a concentrated stock position, and monetization strategies can be effective solutions for optimizing your portfolio’s performance and providing needed liquidity. We offer diligent counsel to investors, helping you implement strategies to alleviate potential risk while staying aligned with your goals.

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As your trusted partner, we help you pursue your goals by constructing, managing and reviewing a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.

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We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

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One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects. As your experienced guide, we assess where your risk lies and determine your level of comfort with it, exploring what actions and plans to put in place to provide the level of protection you need and deserve.

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If you want to maximize the impact of your money, sustainable investing might be for you. As your dedicated guide, we can help you navigate the rapidly growing options in this field. That includes selecting sustainable investing strategies that align with your values and the causes you’re most passionate about.

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