Truly integrated wealth management

The complexities that come with significant wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments. Working closely with a wealth manager experienced in serving distinctive individuals, families and businesses enables you to spend your time where it matters most.

We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you.

As your financial stewards, we coordinate with your other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to serving you.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

  • Understand

    We’ll build an understanding of what’s important to you and why – and where you want to go in life. Essentially, your goals become ours, and inspire us to help you get there.

  • Design

    We’ll carefully consider the knowledge we’ve gained by learning about you to design your plan, then present it to you and answer any questions you may have.

  • Implement

    Once we know you’re comfortable with your plan and understand how it works, we’ll implement it, select the specific investments and handle all the paperwork.

  • Manage

    We’ll look out for you by reviewing the progress of your plan to make sure it stays on track, and suggest any changes where needed.

Should your estate plan address addiction?

Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.
Estate & Giving

Important individual bond product points

06/05/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Debt ceiling: Common sense prevailed

06/02/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Market moves back to focusing on the fundamentals

06/02/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Brighten up your estate plan this summer

Check in with your advisor and review dates to remember this season.
Estate & Giving

Outlining market lessons learned as summer starts

06/01/2023
Raymond James CIO Larry Adam provides insight and key takeaways on factors impacting the market.
Markets & Investing

Conflicting signals add uncertainty to Fed's rate path

05/31/2023
Choppiness in the equity market continues as investors look to see a debt limit deal approved.
Markets & Investing

Debt ceiling deal – what's in it?

05/31/2023
Washington Policy Analyst Ed Mills reviews the proposed agreement and discusses its potential market impacts.
Economy & Policy

Complex, significant wealth warrants elevated support

Managing substantial wealth often requires specialized capabilities and expertise.
Markets & Investing

Debt ceiling deal moves closer to the finish line

05/30/2023

With a debt ceiling agreement reached in principle, CIO Larry Adam looks at how this development - pending passage through the House and Senate - impacts his team's respective market and economic views.
Economy & Policy

What are you waiting for?

05/30/2023
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

The resilience of the U.S. economy: It’s all about employment, and the consumer

05/26/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

what can we do for you?

Say hello

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions 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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. SilverTree Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2023 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use