Cultivating purpose In your wealth
How do you invest with purpose?
Conscious Wealth Management places value on important family conversations. Because the true potential of wealth is realized when everyone is engaged and assets are aligned with each family member’s purpose.
We've created our Family Matters program because we believe there is value in structured family conversations. Often the discussions families most avoid go more smoothly than they anticipated and offer great relief.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Financial plans (investment, tax, estate, insurance, succession, philanthropy, etc.) are updated and aligned to reflect goals, values, new insights and “aha” moments.
Goal: Engage children, spouses and siblings in a shared, purpose-driven vision for the future and propel the success of one generation to the next.