While all investors want to see their assets grow, capital preservation and risk management take on extra importance when you reach a certain level of wealth. Maintaining your standard of living, providing for your family, generating income with minimal tax consequences, safeguarding your wealth against unexpected events – these concerns have taken center stage. With access to extensive resources and specific expertise, your Raymond James financial advisor can help with all these issues – and others that may arise.

Wealth conservation – the inclusion of a variety of investment strategies and further diversification, designed to preserve and invest assets to help ensure adequate funds for current living expenses and future retirement needs.