Holistic financial management for business owners

If you’re like the business owners we’re privileged to serve, you’re probably so busy guiding your enterprise it’s hard to find the time necessary to manage your own financial matters. To help, we’ve developed the specialized experience to serve as your comprehensive financial and wealth manager so you can continue to focus on important business matters at hand.

We start by getting to know and understand your business and your goals so we can determine how best to help you address a wide variety of important needs, such as asset protection, cash flow management, tax planning, estate planning, employee retention, insurance and financing. And because your personal wealth may intertwine with your company, we can help devise a strategic exit plan for the eventual transfer of wealth to your personal and retirement accounts.

In addition to our own experience and financial knowledge, we have access to all the resources of Raymond James, one of the country’s leading financial services firms. Best of all, you’ll enjoy the confidence of knowing you have a single, trusted source for financial advice – and more time to devote to managing and growing your business endeavors.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Chapman & Cardwell Capital Management is not a registered broker/dealer, nor is it affiliated with 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 your local Raymond James office for information and availability. Links are being provided for informational 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. | Legal Disclosures | Privacy Policy

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