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Addressing and anticipating the unique needs of wealth
By offering a versatile range of strategies and services, we are positioned to help meet our clients’ needs – today, and for the future.
We are dedicated to serving affluent individuals, entrepreneurs and sports professionals by helping manage and resolve issues that relate to their wealth. We understand the many tasks required to manage the intergenerational wealth of families in a coordinated and efficient manner.
Incorporating environmental, social, and goverance issues into investment analysis and decision-making
Investment Strategies and Services
We customize to the individual needs and goals of each family member as well as the family as a whole.
Philanthropic Guidance and Charitable Administration
We can manage assets and meeting agendas, record minutes and decisions, and implement trustee decisions.
Creative Solutions to Specific Investment Issues
Examples include assistance in selling or acquiring businesses, monetization strategies to diversify low-basis securities, programs to address excess industries weightings, equity research efforts to analyze private companies where clients have commitments.
Estate Counseling
Working in conjunction with family accountants and lawyers, we can create wealth scenarios to estimate financial outcomes according to differing investment designs.
Alternative Investment Strategies
Examples include resource partnerships, timber investments, venture capital, private equity and hedge funds.
Family Governance
We take into account family mission statements that define how global family decisions are made in order to preserve the family’s wealth efficiently and effectively, in accordance with the family’s values.
Family Office
We are a center of service to assist families with stewarding their wealth and heritage. The family office aggregates and integrates resources to facilitate asset preservation, cost control, financial education, family philanthropy and other shared needs.
Special Needs
Examples include insurance management and legacy education.
Raymond James does not offer tax or legal advice.
3601 Arapahoe Ave., Unit D179
Boulder, CO 80303
Map & Directions
Phone: 303.443.3406
Fax: 805.830.1122
3601 Arapahoe Ave., Unit D179
Boulder, CO 80303
Map & Directions
Phone: 303.443.3406
Fax: 805.830.1122
Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Young Global Wealth Strategies Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services.
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 our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.