POND WEALTH MANAGEMENT
Pond Wealth Management has been advising clients for more than 20 years. We are an independent financial practice focused on simplifying the gift of wealth. We believe that the true power of money solely exists in its purpose. This discernment offers a lifetime of opportunity and potential reward for each client that we believe should be experienced with great freedom. We work with individuals as well as multiple generations of families. Our services include strategic planning & execution, philanthropic guidance, investment management, and lending solutions. Our alignment with Raymond James allows us to manage complex financial realities without sacrificing the financial freedom and simplicity that our clients desire.
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Managing significant family wealth has a lot of moving parts.
These challenges can include family meetings, consolidated reporting across a range of assets, cash-flow and bill-pay requirements, and integrated technology for multiple parties. We work alongside accountants and attorneys to implement a strategy for each client we advise. Depending on the scenario, this can be managed directly through us and the tools available through Raymond James’ Capital Access program and Client Access website or, some cases, particularly in family scenarios with more than $25M in assets, we work with an established third-party fiduciary partner to handle specific nuances of a client’s financial life.
Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.
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Significant wealth involves complexities but they don’t have to be yours.
In addition to the gifts and opportunities of significant wealth, there are many less desirable tax and legal realities to consider. Our team approach includes incorporating the Raymond James Private Wealth Consulting group to access credentialed attorneys as well as estate and tax planning strategists for specific advice and analysis. We bring tailored resources to the table for clients with assets between $5M and $25M as well as additional expertise, through Raymond James’ Premier Solutions group, to client relationships with more than $25M in assets.
Raymond James and its advisors do not provide tax or legal advice
