INSIGHT INTO who we serve
Our team serves affluent families and individuals, business owners, executives, professionals and entrepreneurs who are either in retirement or nearing retirement. We also work with endowments and other nonprofits.
While our clients are successful people, many had not formulated or clarified their goals prior to working with us. We work closely with them to learn what is going on in their lives, determine what retirement may look like, help educate them on investment matters, and ask the questions that they may not have even thought to ask.
Our clients are often very family-oriented and are thoughtful about leaving a legacy for their loved ones and favorite charities. Toward this end, we often serve multiple generations of their family.
These case studies are intended to highlight the range of products, services and advice that EKS Wealth Management can deliver to our clients. They are hypothetical and not indicative of any specific situations or clients. They are presented only as an example and not intended as investment advice.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.