YOU’RE ONE OF A KIND. Your wealth plan should reflect that.

Because there should be joy in pursuing your own version of success, we’ve honed a modern approach to wealth planning with your brilliant aspirations at the center – for your money, family and future legacy. A life unlike any other deserves a plan like no other.

Welcome to Global Wealth Solutions Group of Raymond James, where we see the world differently.

Thinking in 3D

Global at heart

We’re a tenured group of advisors with more than two centuries of combined experience, applying a global perspective.

Meet the Team
Team Photo

One team two intertwined paths

With the expertise to serve both individuals and institutions, our boutique practice can handle a complex array of financial needs – for all the interconnected and intricate details of your financial world. Luxuriate in the simplicity of it all.

Sharing a wealth of knowledge

We empower each client with a portfolio of information that can help them design the future they want to see and seamlessly pass on their values to the next generation.

Insights revealed