11 May
ESTATE, CHARITABLE GIVING, AND TRUST
Estate planning is the foundation of everything we do. We work with multiple trust professionals to make sure the hard work and assets accumulated by our partners are preserved. Understanding how to pass on your wealth is every bit as important as the tools you used to build it. Many of our clients aspire to live a life of purpose. Many time this dream becomes a reality when your hard work can be passed down to family members or various charitable institutions. We can assist in this process and make sure your legacy is felt by multiple generations.
Learn MoreTAX STRATEGIES
Implementing the appropriate Tax strategies is extremely important to ensure we maximize your after-tax returns. This can include selecting tax-efficient investments, such as tax-free bonds or municipal bonds, and taking advantage of tax-deferred retirement accounts like 401(k) or traditional IRA. It also includes being mindful of the timing of buying and selling investments and harvesting losses or gains to offset each other and considering tax implications when making investment decisions. By implementing effective tax strategies, we can help to keep more of your returns, which can have a significant impact on your long-term financial success. We work diligently with your CPA and other professionals to ensure we implement the best tax strategies available.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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DISCOVER WEALTH MANAGEMENT AT A WHOLE NEW LEVEL
BRIDGING THE GAP BETWEEN HARD WORK & LEGACY IS OUR PASSION
We believe our innovative and comprehensive approach to wealth management can help you live a life of purpose.
KYLE ROULET - MANAGING PARTNER AND FINANCIAL ADVISOR, RJFS
Testimonials
Recent News
Announcement: Launch of R6 Wealth Partners
“We would like to announce the formation and launch of R6 Wealth Partners. R6 Wealth Partners has been a dream of managing partner, Kyle Roulet for many years. His dream of offering a fami...
Read MoreFrequently Asked Questions
Our managing partner Kyle Roulet has said throughout his entire career “ We do not have account minimums. We have personality minimums. We strive to create long term partnerships, in order to do that we want to enjoy the partners we work with.
At R6 we look at every new partnership from an estate planning perspective. Our standardized process beings with a discovery appointment to truly understand your goals. From there we will build a complete investment strategy tailored to meet these goals.
The financial professionals at R6 are licensed to handle every aspect of your financial planning needs. From private wealth creation to complex legacy strategies. We got you covered.