Wealth Management and Life Planning

Comprehensive wealth management helps families in complex wealth management situations to improve control and accountability for family finances and lifestyle. Wealth management primarily addresses "hard" tangible issues and processes. The objective is freedom with financial peace of mind.

Wealth management can include financial planning, estate planning, education funding, philanthropy, retirement planning, and more.

Life planning enhances wealth management by integrating family values, non-financial goals, and the family's desired identity in the outside world. Life planning primarily identifies and answers questions relating to often neglected "soft" intangible issues that can bring passion, purpose and meaning to life. Wealth management would then play an enabling support role.

Our business strategy is to maintain a high level of client satisfaction in a nationwide practice by:

• Limiting the number of client families served;
• Closely guarding their privacy;
• Employing state-of-the-art methods;
• Becoming a valued team member with the client family's other advisors; and
• Recognizing and adapting to each client family's unique situation, values and attitudes about wealth, entitlement and social responsibility.

Typical clients or families include:   

• Professionals (especially psychologists and attorneys)
• Senior executives and directors
• Business owners

And who:

• Have a family net worth greater than $2 million
• Want a long term relationship with an advisor they can trust.
  
  

Robert Smith
MBA, CFP®
Registered Principal
CERTIFIED FINANCIAL PLANNER™

142 Main Street
Carriage Barn
P.O. Box 1219
Groton, MA 01450
Phone: 978-448-8500
Fax: 978-448-8510
Cell: 443-822-2242
Contact Us

Map & Directions

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 your local Raymond James office for information and availability.

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