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.
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™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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- Winship Capital Management of Raymond James
- Chicago office: 550 West Washington Blvd. Suite 1050 Chicago, IL 60661
- T: 312.869.3800
- TF: 800.543.5304
- F: 312.869.3838
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions 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 our office for information and availability.
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