Rising Wealth Management of Raymond James

In Sulphur Springs, Rising Wealth Management of Raymond James is a financial services firm focused on investing and wealth management. It develops personalized wealth plans through an in-depth review of a client's financial life, with planning for education, retirement, longevity, estate needs and charitable giving. Investment management includes customized, diversified portfolios built around individual goals and needs, with ongoing management and monitoring. The firm also provides guidance on investment strategies, including alternative investments, managed accounts, structured products, equities, fixed income, annuities, mutual funds and exchange-traded funds. Cash management, banking and lending tools are also offered as part of its planning services. The firm works with clients and their other professional advisors, such as attorneys and accountants, in developing comprehensive plans.