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Young Investors

We do not have a minimum asset level
requirement to get started.

Young investors face many unique challenges. Depending on the outcome of any one of several multiple life events their financial situation may be compromised for the long-term.  We help our young clients take control of their financial lives in an attempt to avoid negative outcomes. We assist our clients by starting a savings plan for retirement, establishing their emergency cash fund, organizing and planning to pay off short-term debt, developing a plan for college savings if necessary, and going through the Family Wealth Planning process.

We do not have a minimum asset level requirement to get started; the only requirement we have for a young client is that they need to be a serious investor and they adopt the Family Wealth Management Process.

Our Family Wealth Planning process for a young client in essence becomes a life-long savings plan to help reach their short term and long term goals.  We believe it’s much easier to contribute to a plan when meaningful goals are identified and committed to. The Family Wealth Planning process and the resulting Financial Plan is reviewed quarterly in the account statement and at least annually in person.

We assist in creating the following:

Establish and maintain an emergency cash account

Savings plan for Retirement

Organizing to pay off short term debt

Planning for college savings

Young People as Investors

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.