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Courtesy to Our Clients

Part of our value proposition to you, our client is to stand ready to help family members and friends.

Part of our value proposition to you, our client is to stand ready to help family members and friends. As you know, our Wealth Management Group has chosen to focus on a small group of clients that we enjoy working with and who value our personalized approach.

Whether or not that family or friend becomes our client, we will help, we will provide guidance and direction to your friend and or family member. That’s our promise and a key part of our deliverables to you.

A Service We Provide:

Common occurrences in our practice are family and friends who seek a second opinion or assistance concerning financial matters. As a commitment to our existing clients, our group stands to prepare to assist. To provide help, we have created a process to support these requests:

The First Meeting:

The purpose of the first meeting is to gain a solid understanding of the situation your friend or family member is faced with and to determine how best to serve them.


Courtesy to Our Clients

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Windsor Wealth Planners and Strategist. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth Planners and Stategist is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdications for which they are propertly 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 application jurisdications 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.