Your Personal CFO
Full Service Wealth Management
We are a full-service wealth planning group that offers a combination of comprehensive financial planning and portfolio management services for high-net worth individuals.
Our experts collaborate with other professionals, such as accountants and lawyers, to ensure that everyone is working in alignment to achieve your financial goals and maximize after-tax returns.
Our results stem from concentrating on the core principles that characterize LT Wealth Management Partners’ approach to investment management, including:
- A commitment to innovation
- A systematic process,
- Detailed risk management
- Collaborative investment style
- Relentless focus on consistent results over the long run
Our integrated approach to managing client portfolios allows us to implement a variety of financial planning strategies that often reduce or eliminate taxes on both your investments and your estate.
Early planning for retirement is crucial because it usually takes many years to accumulate the necessary funds to live comfortably when you no longer enjoy the advantages of a salary or income from your business. Our team can help you formulate a retirement plan, and optimize and use various financial instruments available to help achieve your goals.
- Retirement Planning
- Business Planning
- Tax Planning
- Estate Planning
- Charitable Giving
Insurance is a vital element of a complete financial plan. Various kinds of insurance will help protect you and your loved ones in different ways against the cost of accidents, illness, disability, and death.
Proper insurance planning can create cash flow during your lifetime, protecting you from life’s unforeseen yet omnipresent challenges and obstacles. Some of our Insurance strategies include:
- Critical Illness Insurance
- Life Insurance
- Individual Disability Insurance
- Long-Term Care Coverage
- Insured Annuities
- Registered Insured Annuities
Your Personal CFO
We free up your time and reduce stress so you can redirect that energy towards a more fulfilling life.
The investment world can be chaotic and uncertain. Media outlets tend to blow things out of proportion, amplifying feelings of fear and greed. We help you see through the noise and avoid emotional mistakes.
We have access to a wide variety of exclusive wealth products, research and resources.
Our clients say we are excellent listeners and bring a sense of calm to their lives.
Quality wealth management advice decreases the possibility of investment mistakes being made. Fewer mistakes means a greater likelihood of achieving your financial goals.
We can work directly with your professional network further reducing time spent on personal finance.
Raymond James is an independent brokerage firm. We don’t feel pressured to sell proprietary products that have hidden incentives. This frees us to provide you with advice that is unbiased and in your best interest.
We are registered in both Canada and the U.S. and offer specialized cross-border wealth management solutions for individuals in need of a cross-border investment solution.
Create a plan for your long-term financial future
Use of the Raymond James Ltd. website is governed by the Web Use Agreement.
Raymond James Ltd. is an indirectly wholly-owned subsidiary of Raymond James Financial Inc.
Securities-related products and services are offered through Raymond James Ltd. member of the Canadian Investor Protection Fund (CIPF).
Insurance products and services are offered through Raymond James Financial Planning Ltd. which is not a member of the Canadian Investor Protection Fund (CIPF).
Raymond James (USA) Ltd. is a member of FINRA/SIPC.
Copyright 2019 LT Wealth Management Partners | Website by Brent Sawkins