Private Wealth Services

Powerful enough to serve anyone. Personal enough to serve you.

The robust capabilities, customized strategies and expert resources of an international financial services firm. Keen understanding of the unique complexities private wealth clients, their families and their businesses require. That’s the power of a personal relationship with a Raymond James financial advisor.

Broad capabilities for significant wealth

Leveraging our extensive service and product offerings, advisors have the ability to design custom wealth strategies for your distinct objectives, from sophisticated investment management to risk mitigation and legacy planning.

Investment Management Solutions

Investment Management Solutions

A wide range of investment options, including unique private market investments

Estate & Charitable Planning

Estate &

A full suite of trust services, including philanthropic and planned giving strategies

Cash Management & Lending

& Lending

Private banking, liquidity solutions and white-glove service for significant purchases

Intergenerational Wealth Strategies

Intergenerational Wealth

Strategies and support from longevity planning to family governance

Risk Mitigation & Management

Mitigation & Management

Customized insurance solutions for unique situations, document management and more

Raymond James is committed to thinking long term,
which is the bedrock for our success.



the required capitalization


quarters of consecutive profitability since 1988*

$1.1+ trillion

in client assets*

*As of 9/30/2021. Past performance is not indicative of future results.
This information is provided for informational purposes only and is not a solicitation to buy or sell Raymond James stock.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Insurance products offered through Raymond James Insurance Group, an affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc.