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 private market investments

Estate & Charitable Planning

Estate and

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

Cash Management & Lending

and Cash

Private banking, liquidity solutions and a high level of service for significant purchases

Intergenerational Wealth Strategies

Intergenerational Wealth

Strategies and support from longevity planning to family governance

Risk Mitigation & Management

Mitigation and Management

Customized risk assessments, insurance solutions for unique situations and tools for preserving wealth

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



the required capitalization


quarters of consecutive profitability since 1988*

$1.26 trillion

in client assets*

*As of 9/30/2023. Past performance is not indicative of future results.

Lending solutions are offered through Raymond James Bank, member FDIC, 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.

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.