Raymond James financial advisors may only conduct business with residents of the states for which they are properly 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 applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC | Privacy Policy

Planning life to the fullest.

Our Clients

We work with a wide range of clients focused on a variety of goals – some similar and others very different. The one thing they all have in common is our team’s total commitment to doing our best to help them live life to the fullest.

 

Retirees and people nearing retirement

The way we see it, retirement isn’t the end of a career, it’s the beginning of your next chapter. And we’re here to help you at every stage, from developing income strategies to preserving capital, so these years can be some of the best of your life.

 

Young professionals

As you approach your peak professional earning years, it’s likely your focus is split among several competing goals – retirement, college planning, maybe even a second home purchase. It’s also likely, thanks to your success, that your finances are a little more complex than most. Fortunately, as professionals ourselves, we have a specific insight on your needs and can help you develop a streamlined strategy for managing them all.

 

Multigenerational families

For many families, wealth is a tradition passed down from one generation to the next. The key to keeping this tradition alive is articulating a clear, longsighted strategy* and sharing it with your loved ones. We’ll collaborate with your other professional advisors, including accountants, attorneys and more, to create that strategy and work with you and each new generation to help ensure that it lasts.

 

*Investing involves risks including the possible loss of capital.

Raymond James financial advisors may only conduct business with residents of the states for which they are properly 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 applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.© Raymond James Financial Services, Inc., member FINRA/SIPC Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lawson Winchester Wealth Management is not a registered broker/dealer, and is independent of Raymond James Financial Services. | Privacy Policy