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 alignment 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 all designed to achieve your financial goals. Discover how Lafayette Private Wealth can help you live your best financial life.
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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.
Estate Planning Basics: What every adult should know.
Estate planning often sounds complicated, but the bottom line is it’s about protecting your loved ones and making sure your wishes are carried out. Whether you’re just starting your career, raising a family, or enjoying retirement, having an estate plan is essential. At Lafayette Federal Credit Union, we’re here to help you understand the basics…
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How to Read and Understand Your Credit Report
Regardless of your income level and credit history, your credit report is a powerful tool. Learning to how read it can save you money on loans, insurance, and even utilities—and it’s free to check.
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Understanding Inflation-Protected Investments
Inflation is like a slow leak in your wallet. When prices rise, each dollar buys a little less. Even when inflation isn’t making headlines, it still chips away at your savings and income over time. Constant headlines about inflation might have you wondering about inflation-protected investments. Here’s an easy guide to two of the most…
Read moreCheck the background of this firm on FINRA’s BrokerCheck.
Disclosures
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 your local Raymond James 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, marketed as Lafayette Private Wealth and are not insured by any credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lafayette Federal Credit Union and Lafayette Private Wealth are separately owned and operated and not independently registered as broker-dealers or investment advisors.
Lafayette Federal Credit Union and Raymond James have an agreement where Lafayette Federal Credit Union refers potential clients for a referral fee. If you become a client, Lafayette Federal Credit Union receives compensation, creating an incentive to refer you and a conflict of interest. Lafayette Federal Credit Union is not an advisory client of Raymond James. Detailed disclosures will be provided before any such compensation is paid. For more information, see this link.
Raymond James Privacy Notice
Raymond James Legal Disclosures (including Form CRS)
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