Klingman & Associates, LLC

Wealth management Personalized to you

We enjoy working with individuals and their families who live life with drive and purpose. So getting to know you is one of the greatest rewards of the work we do. You have experienced firsthand the value of hard work. And we respect that you gladly shoulder the responsibility of preserving your wealth for the people and causes you care about. That’s why it is our privilege to help you navigate the challenges and opportunities that accompany your success.

Our team has developed expertise in serving people with complex wealth management needs. We've spent more than 200 collective years working to meet the financial planning demands of high-ranking corporate executives, professional athletes, business owners and affluent families. And we look forward to putting that experience to work for you.

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Investment advisory services offered through Klingman & Associates, LLC. Klingman & Associates, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. © Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | | Privacy Policy