Personalization of Service

Through a single point of contact, REI Wealth Management will work with you to develop a Wealth Management Plan and a Service Level Agreement focused on you and your goals and objectives. Clients overwhelming prefer a single point of contact and not having to re-tell their story. They want someone that understands their financial service needs, can develop creative solutions and execute the plan.

Whether the plan covers your investments, your trusts and/or estate plan, your borrowing needs or your risk management needs, you can be sure you will receive the best objective and independent advice focused only on you.

Wealth Management Capabilities


Existing portfolio review

Asset Allocation

Equity Solutions

Large Capitalization Stocks
Mid and Small Capitalization Stocks
Exchange Traded Funds
Mutual Funds
Index Funds
International Developed Stock Funds
Emerging Market Stock Funds
Concentrated Equity Positions
Exercising Stock Options

Fixed Income Solutions
Tax-Exempts Bonds
Taxable Bonds
Mutual Funds
Index Funds

Alternative Investments
Hedge Funds
Structured Products
Private Equity

Cash Management and Private Banking Services
Raymond James Bank
Capital Access Account
Raymond James Visa Signature® Credit Card
Cash Sweep Programs
Brokered CDs

Trust and Planning Services
Financial Planning
College Planning
Estate Planning and Trust Services
Transfers to Beneficiaries
Charitable Endowment Fund
Retirement Planning Individual Retirement Accounts (IRAs)