Raymond James.

• Position: SPONSORED SECTION: WEALTH MANAGEMENT - Raymond James Financial Inc

166 E. 14000 S., Suite 110, Draper, UT 84020 | 801-553-8999

WHAT MAKES YOUR PRACTICE DIFFERENT FROM THE REST?

We strive to provide customized service that is valuable to our clients. We are proud of the fact that we handle each and every one of our client relationships in a unique and customized way. Many firms will put their clients into boxes and then rely on automated systems and processes, however, we understand that no two clients have exactly the same goals and needs and so each client needs a slightly different service model from us. For example, one client may have a goal to minimize taxes while providing an inheritance, and another is seeking to build up a nest egg while avoiding debt. There are a multitude of variations of what needs our clients have, and our wealth management, planning and investment processes are customized to suit that need.

DESCRIBE THE CLIENTS YOU LOVE TO WORK WITH:

The advisors at our firm focus on three types of clients:

1) Family and Individual Clients--We work with a wide variety of individuals and families that need our help navigating the financial world. While the majority of them have significant assets that we manage for them, we also provide them with in-depth wealth management services and we integrate with other financial and legal professionals to help assure that their plan and strategies are implemented.

2) 401 (k) Clients--We work with a wide variety of companies sponsoring 401 (k) plans. Sizes range from large nationwide publicly-traded companies down to small local companies. We help the trustees and fiduciaries of the plan manage the investments and other plan related items. In addition...