Lafayette Private Wealth
Backed by the strength of Raymond James
Introducing Lafayette Private Wealth
We’re excited to introduce an elevated wealth management experience thoughtfully designed around you. Through our new partnership with Raymond James, we’re bringing you expanded services, enhanced resources, and personalized support from a team of trusted experts. Together, we’ll empower you with tailored strategies and dedicated guidance to help you confidently navigate the markets and achieve your financial goals. Discover how Lafayette Private Wealth can help you live your best financial life.
Access Your Investment Portfolio
Raymond James focuses on doing what’s right for its clients, associates and communities. This commitment drives our mission to build a more sustainable future for all through environmental, social and governance best practices.
Speak to Our Private Wealth Team
Talk to one of or private wealth team members to discuss your financial goals.
Access The Raymond James Login
Our new Raymond James client portal is now live. Manage your investment accounts online.
About Raymond James
Manage your wealth with secure and convenient access and learn more today.
Raymond James – Our dedicated partner
We put the needs of our clients first. We chose to align with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, client-focused service, and the financial planning and investment resources of a premier financial services company.
Client-First Approach
We put the needs of our clients first. We chose to align with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, client-focused service, and the financial planning and investment resources of a premier financial services company.
Close-Knit Relationships
While Raymond James has the resources to match even the largest firms’ capabilities, our focus is on building close-knit individual relationships based on trust and integrity.
Personalized Strategies For You
The firm’s culture of independence allows us to work closely with you to create custom strategies to address your short- and long-term financial challenges.
There’s even more to explore.
Explore other investment accounts to help you take the next step in your financial journey.
Individual Retirement Accounts (IRAs)
Don’t wait to start saving for retirement. We offer fixed and variable IRA Certificates, traditional and Roth IRAs, and education savings accounts to help you save for your goals.
Trust Accounts
Protect yourself and your family with the perfect account for estate planning. Our Trust Accounts allow you to protect your assets from probate and estate taxes when it’s time to transfer your wealth.
Stay in the know with our blog.
Whether you’re planning for a big purchase, need tips on budgeting, or want to learn how to excel at managing your money, our blog has that and more.
Craft Your Path to Prosperity: Creating a financial vision board for a bright 2025.
A vision board is a visual representation of one’s dreams and aspirations. The board can be 3-D (made from cut-out images or photographs mounted to a piece of cardboard or a canvas and hung on a wall or placed on a desk), virtual (created on social media sites like Pinterest or Instagram, or a series…
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Understanding Wealth Management: How it can benefit you at every life stage.
Wealth management is often misunderstood as a service designed exclusively for people who already have accumulated wealth – lots of it. The reality is wealth management can benefit almost everyone: it offers a strategic, personalized approach to managing and growing finances for individuals at every stage of life. Whether you’re just starting out, in your…
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The Financial Independence, Retire Early (FIRE) Movement: A Guide for Xers, Millennials, and Zoomers.
The Financial Independence, Retire Early (FIRE) movement took root after the publication of Your Money or Your Life, the 1992 book by Vicki Robin and Joe Dominguez, which advocated for a lifestyle of intentional spending, high savings rates, and mindful investing. A challenge to the traditional work-to-retire-later model, the book encouraged readers to consider how…
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