Our Raymond James Financial advisors accomplish this mission by establishing a partnership centered on you; focused on professional advice, individualized planning, sound risk management, quality investment products and personal service. This approach has allowed us to build solid, long term relationships with our clients who require a comprehensive wealth management strategy.
As independent professional advisors, we offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, preferences, dreams and goals in order to help you achieve true financial independence. It will be designed to account for change, both in the market and in your circumstances. With regular reviews, your portfolio will be strategically adjusted and diversified.
Our approach to investing is straightforward: we commit to becoming your partner in building the future you desire. We understand that your financial goals are intertwined with your life goals. Your confidence is as important to us as the growth of your assets. The development of a comprehensive wealth plan that will help you succeed in your investments and in life is paramount.
Since 1981, we have remained focused on our clients. As professional, independent advisors with Raymond James, our concentration is centered on your best interests. The world in which we live, especially the investment world, will constantly change. Our commitment at Foley & Foley Wealth Strategies will not.
Our Philosophy on Planning
It is imperative to incorporate several key areas when developing a comprehensive financial plan for you and your family. Areas of essential planning are: maximizing your Income sources, balancing Standard of Living with Cash Flow, implementing an appropriate Portfolio Investment Strategy, and establishing an efficient plan for Transfer of Estate Assets. In order to help accomplish this, we communicate and align ourselves with your CPA, Attorney and other professionals, when appropriate.
The personalized financial plan we design for you will reflect your goals, both short and long term. We believe the key to our success consists of implementing a strategy focused on proper asset allocation and continuous monitoring of your portfolio performance. Successful planning is an ongoing and flexible process. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you will be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want.
In order to choose the proper wealth strategy of investments and services for your family, it is important for us to understand not only your current assets, but more importantly to understand you. We will consider your risk tolerance, expectations and various trust and tax implications.
Adhering to investment principles, we will design a comprehensive plan with appropriate levels of risk. Your portfolio will have proper asset allocation and diversification which will incorporate a variety of investment options.
Once we have agreed upon your asset allocation proposal, we will invest accordingly. We utilize the best-of-class investments that have been reviewed in our due diligence process. We strive to diversify among numerous low correlation asset classes.
One of our strengths is portfolio management. We daily monitor our clients’ investments and research economic trends. Through regular, periodic meetings with you, we will analyze the progress of your plan, and as needed, reposition the portfolio to reach your goals.
Diversification does not assure a profit or protect against loss.
Your Rights as a Client:
* Courteous service
* A trustworthy and competent financial advisor
* Suitable recommendations
* Timely transactions at the best available prices
* Full disclosure of costs and risks
* Clear communications
* Comprehensive statements and trade confirmations
* Prompt error and complaint resolution
* Strict confidentiality
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.
Foley & Foley Wealth Strategies is an Independent Firm