Where entrepreneurial freedom meets institutional strength. Build your legacy with full equity, zero isolation, and comprehensive support.
We foster a culture where innovative financial professionals can independently grow, excel, and succeed, backed by a partnered environment that prioritizes development.
Full equity in your practice with the freedom to build it your way. Set your own schedule, pricing, and client focus while maintaining complete ownership of your book¹.
Access institutional-grade resources, marketing support, compliance infrastructure, and technology without the overhead or administrative burden.
Join a community of highly respected advisors while maintaining your independence. Collaborate, share best practices, and elevate your practice with peer support.
¹The financial advisor retains ownership of their book of business at termination, provided there are no outstanding financial obligations to Raymond James, no compliance or legal issues, and the required trailing 12-month production requirements are met. Raymond James reserves the right to grant exceptions to this policy.
Leverage the "Coral Gables | Raymond James" name—recognized and respected throughout South Florida's affluent communities.
Integrated CRM, sophisticated portfolio analysis, secure client portals, and paperless workflows.
Digital campaigns, event support, and thought leadership opportunities designed to attract your ideal client.
Backed by rigorous research and robust due diligence.
We handle the heavy lifting so you can focus on your clients.
Customized strategy tailored to your book. Detailed mapping of accounts and products.
Systems training, compliance onboarding, office setup, and marketing preparation.
White-glove communication, paperwork processing, and dedicated transition specialists.
Business development support and ongoing practice management coaching.
Looking for Control
Experienced advisors with established books who are ready to step away from wirehouse constraints and take full ownership of their practice. They want autonomy over their investment approach, compensation structure, and client relationships—without sacrificing the institutional backing they've relied on.
Looking for Community
Independent advisors who have built something on their own but are feeling the limits of operating in isolation. They're looking for a collaborative environment, shared resources, and a team culture that accelerates growth without requiring them to give up what they've worked hard to create.
Looking to Scale
High-performing advisors in growth mode who need more infrastructure than they currently have. They're ready to build a team, expand their service model, and scale intelligently—and they need a platform that supports that ambition with the right tools, talent, and operational support.
Explore what your future could look like with Private Wealth Management of Coral Gables. All inquiries are kept strictly confidential.
