At Willow Wealth Management of Raymond James Ltd., we take the time to get to know you, your individual circumstances and your future goals. Once your financial circumstances and goals are fully understood, we develop a strategic wealth plan tailored to fit your needs. We are transparent about all relationships and services so that you can develop trust, and relax into a long-term professional relationship.
We draw on a broad network of industry professionals and pride ourselves on being well connected. We have strategic relationships with money managers, tax professionals, lawyers and other financial professionals with specialized expertise. With your consent, we work closely with your accountant and legal adviser on matters where we can add value, thereby freeing up your time to spend on subjects more important to you. Synergy is the creation of a whole that is greater than the simple sum of its parts – we truly believe that this is achieved by working together with your other trusted professionals.
Whether you are focused on retiring on your own terms, or leaving something behind for the next generation and/or charity, our sound, straightforward process leads to practical solutions that will help you find the straightest line to achieving your goals. We offer an array of financial planning and investment solutions, and our experienced professionals are here to guide you through whatever phases and complexities you may face now and in the future.