A Unique Legacy Deserves Proper Planning.

Legacy and estate strategies require the right financial vehicles, such as trusts, wills and insurance combined with prudent selection, balance and placement of appropriate investments. By relying on the extensive support of Raymond James' tax, trust and financial planning expertise, Winship Capital Management of Raymond James can help you ensure the future of your personal estate.

Estate Planning

Through our consultative management approach, we are here to listen and help you plan for life's critical financial events: planning for retirement, managing the sale of a business, investing a family inheritance, addressing the complexities of wealth distribution, or fulfilling philanthropic goals.

Our wealth solutions team is available to help guide you in achieving your long-term objectives. We will make every effort to collaborate with your accountant and attorney while assisting you throughout the planning process.

 

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.