Our partnership with Raymond James

As an independent firm, The Wealth Group does not hold assets on behalf of clients.  Since 1986, Raymond James has been the custodian for our client assets.  Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management.  

Today, Raymond James Financial has more than 7,100 financial advisors serving approximately 2.9 million accounts in more than 2,900 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $617 billion as of 12/31/2016. 

The Wealth Group works with RJFS, giving us access to all of the home-office and regional management support that Raymond James offers.  Raymond James holds all of our client’s dollars and through its selling agreements, we have access to thousands of investments.  Beyond that, we value the ongoing insight and consultations available to us regarding investment strategy, economic outlooks, and the complex world of compliance and regulation.