Our partner for clearing and custodial services

As an investor, you’re focused on achieving your financial goals and preserving your family’s future. So we believe you’ve made the wise choice to work with Equity Wealth Partners because you value the importance of objective, professional advice.

Similarly, Equity Wealth Partners has chosen to call on the clearing and custodial services of Raymond James because we recognize the stability of Raymond James and the ability to help preserve your assets and accurately execute your investment transactions.

Raymond James delivers the industry-leading support, technology and resources of a premier financial services company, which allows Equity Wealth Partners to work closely with you to create custom strategies for your short- and long-term financial challenges.