When the Right Opportunity Arises, access to capital is part of the strategy

Our clients often face situations that require capital. This includes buying a business, closing on a real estate transaction or an unexpected tax obligation. We account for this through cash management and associated liquidity strategies as well as the efficiencies afforded to us through our affiliate, Raymond James Bank. Clients of Pond Wealth Management have access to numerous lending solutions including a variety of mortgage options and securities-based lines of credit through Raymond James Bank. Often, depending on the circumstances, clients may employ multiple strategies to help improve the finances of any one particular transaction. Raymond James Bank also offers benefits to clients such as possible discounted pricing and reduced closing fees based on assets under management with our firm.