Guidance for the big picture and finer details

The 1776 SWAN FORMula

Our goal is to take all the pieces of your financial puzzle and put them in place. To do so, we utilize a proprietary process that integrates wealth management with risk and debt management, income and tax planning, and philanthropy for successful families, professionals, and business owners. The 1776 SWAN FORMula is designed to review the progress of your plan relative to your defined objectives and suggest any changes where needed.

The 1776 SWAN FORMula focuses on the three D’s.

Discover

  • What do you want to accomplish?
  • What is essential to you?

Design

  • How will we get you there?
  • What services are the best fit for you?

Deploy

  • Financial and legacy planning
  • Customized strategy implementation
  • Ongoing continuous service
  • Building a lasting relationship

Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

Are you ready? Let’s uncover the possibility of working together.

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.

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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. 1776 Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

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