LGBTQ Couples & Individuals
We have an established history of providing specialized financial guidance for lesbian, gay, bisexual and transgender couples and individuals. We have not only helped clients, but have also provided support to LGBTQ organizations and served on the boards of non-profits throughout the years. We are passionate about working with LGBTQ clients and can help you address factors unique to the LGBTQ community.
We are familiar with issues faced by community members when it comes to financial planning and investment management. We stay abreast of the issues and appreciate the sensitivities, concerns and needs of our clients in the community. LGBTQ people have made major gains over the last decade including the right to marry in Canada and now in the U.S. What are the financial implications that come with these changes? How do we best position our clients to protect and grow their wealth? We serve many lesbian and gay couples who have assets and family on both sides of the Canada U.S. border. Together we will create, implement and manage a plan focused on your personal goals. And we'll make the process as simple as we can.
Case Studies
Raymond James (USA) Ltd. All rights reserved. Raymond James (USA) Ltd. (RJLU) 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. This website may provide links to other Internet sites for the convenience of users. RJLU is not responsible for the availability or content of these external sites, nor does RJLU endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy that RJLU adheres to. Investing in foreign securities involves risks, such as currency fluctuation, political risk, economic changes, and market risks.
