Private Client Services Tailored to our Client's needs
 

The professionals at Mainstream Capital Partners have three strategic business units consisting of wealth management services, family office services, and insurance services to provide our clientele with comprehensive solutions to help meet their needs.

 

Wealth Management Services

Our wealth management services include investment advisory services, brokerage services and customized retirement strategies for high net worth families and individuals. We employ our open architecture values to provide clients with a vast array of financial products and services.
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Family Office Services/Corporate Trustee Services

Our multi-family office approach provides private clients with trust and estate planning services, strategic philanthropic advice and bill pay capabilities.
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Insurance Services

Our insurance business unit focuses on servicing the personal insurance needs of affluent individuals and families. Those with substantial assets require a personal risk management approach for helping protect their assets and loved ones. We employ strategic alliances, when necessary, to facilitate insurance solutions for complex estate plans and wealth transfer issues for high net worth clientele.
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Please note that Raymond James does not provide advice on tax or legal matters. Please discuss these matters with the appropriate professional.

 
Our 3 Service Levels

Our 3 Service Levels include:

Core Investment Management
$500k minimum relationship size

Financial Planning
$1mm minimum relationship size

Comprehensive Wealth Management
$5mm minimum relationship size

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Core Investment Management

$500k Minimum Relationship Size

 
    • Goals and Objectives
    • Net-Worth Analysis
    • Cash-Flow Analysis
    • Asset Allocation
    • Portfolio Performance

Financial Planning

$1mm Minimum Relationship Size

 
    • Goals and Objectives
    • Net-Worth Analysis
    • Cash-Flow Analysis
    • Asset Allocation
    • Portfolio Performance
    • Retirement Needs
    • Distribution Strategies
    • Education Funding Strategies
    • Survivor Needs
    • Disability Coverage
    • Long-Term Care
    • Estate Planning
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Comprehensive Wealth Management

$5mm Minimum Relationship Size

 
    • Goals and Objectives
    • Net-Worth Analysis
    • Cash-Flow Analysis
    • Asset Allocation
    • Portfolio Performance
    • Retirement Needs
    • Distribution Strategies
    • Education Funding Strategies
    • Survivor Needs
    • Disability Coverage
    • Long-Term Care
    • Estate Planning
    • Conservation of Wealth
    • Gifting
    • Trust Integration
    • Charitable Giving Tax Strategies
    • Executive Compensation
      • Deferred Compensation
      • Stock Options
      • Concentrated Equity Positions
    • Business Planning

Family Office

Tax and Estate Planning

Coordinating your financial plan with your accountant, attorney and other advisors is crucial. We will work with other members of your team to ensure that all of your advisors are working together toward your goals, such as mitigating tax burdens and providing for your heirs. Should you need additional expertise in a specialized area, we can draw on our extensive network of professionals.

Family Decision-Making

Another important aspect of our role is assisting clients' families with communication, planning and role definition in regard to short-ad long-term financial decisions. We can help address critical issues like business succession, ongoing philanthropy, bequests and the ongoing management of family wealth. This valuable aspect of our service can contribute to both the present and future stewardship of our clients' assets.

Insurance Services

Risk Management and Insurance

Managing financial risk is the core of contingency planning. Those with substantial assets require a personal risk management approach for helping their assets and loved ones. To help ensure that our clients are well prepared for the unexpected - such as accidents, illness or disability - we evaluate existing risk management strategies and, as needed, suggest insurance products for life, disability and long-term care coverage. We employ strategic alliances, when necessary, to facilitate insurance solutions for complex estate planning and wealth transfer issues for high net worth clientele.

We are devoted to finding the opportunity in risk. We apply a comprehensive methodology that helps our clients embrace risk as a core element of their strategy. From risk identification and assessment, to risk quantification and prioritization, to risk mitigation and financing - our strategic approach to risk lies at the core of a truly differentiated client experience.

We provide the following insurance services

  • Term
  • Universal Life
  • Survivorship
  • Life Settlements
  • COLI
  • Long Term Care
  • Needs Analysis
  • Efficiency Analysis
  • Wealth Transfer Strategies
  • Estate Preservation Strategies
  • Risk Management Strategies
  • Employee Retention Strategies
  • Deferred Compensation Strategies

*These services are not offered through Raymond James Financial Services Inc.

Wealth Management

Financial Planning

Our thorough analysis of a client's resources, circumstances, needs and goals is the basis for a customized financial plan and investment strategy. Your personalized plan will be designed to address the goals and concerns most important to you, such as building toward a comfortable retirement, providing for your children's or grandchildren's education, planning your legacy through a carefully designed estate, helping maximize tax advantages and selecting appropriate insurance policies.

Asset Management

The process of portfolio management is one of our strengths. Using principles of asset allocation and modern portfolio theory, we design customized portfolios that combine stocks, bonds, mutual funds and exchange-traded funds. This blend of assets is geared to the individual client's goals, risk tolerance, preferred time frame and stated investment objectives. Our many years of experience and pooled market knowledge help provide you with sophisticated investment guidance and well-informed, thoroughly researched recommendations. We continually monitor and adjust the components of your portfolio so that your asset allocation remains consistent with your stated objectives.