Here at the London branch of Raymond James, we have under gone a Name-Changer. That’s right, a Name-Changer. Our game has not changed; we stand for the same things we always have, a positive client experience and fiduciary responsibility. The change is that we are now offering our service and expertise while standing under a new banner…
INTRODUCING TALL OAK PRIVATE WEALTH…
Our mission is to advise our clients through their most challenging financial decisions, to consistently exceed their expectations for service, and to build a self-sustaining business that will be there to serve their family for generations to come.
See? Same mission statement, under a new banner.
WHY CHANGE YOUR NAME AT ALL?
Raymond James is our parent company and our branch of Raymond James operates independently under the larger Raymond James umbrella. We love our parent for sure, after all Raymond James stands for the same things we do –client service and fiduciary responsibility. That said, over the years, we have matured into an office that offers unique, specialised expertise in the wealth management space. As such, we felt our specific value proposition warranted the distinction of a new name, alongside that of Raymond James.
WHY TALL OAK?
Ever experienced a bit of angst over naming a new baby? Well, let’s just say, in an office of personalities, the ideas flowed and so did the banter. And then one of our advisors brought in an antique piggy bank. As piggy banks go, this is a serious one. It is shaped like a book, and if it were stashed away discreetly on a bookshelf, the title would read Look Ahead. The front cover is inscribed with Tall Oaks from little Acorns grow.
And just like that, we had our new name.
WHAT DOES PRIVATE WEALTH MEAN?
Private wealth is finance-speak for the savings that families and individuals have –from acorns to tall oaks. To us, it means providing the highest level of service to assist families and individuals in growing and preserving those acorns. In a nutshell, we are a specialized, boutique practice focused on supporting clients who are dedicated to making the right choices to grow their financial success.
Welcome home to Tall Oak Private Wealth | Raymond James
The views expressed in this commentary are those of Tall Oak Capital Advisors as at the date of publication and are subject to change without notice. This commentary is presented only as a general source of information and is not intended as a solicitation to buy or sell specific investments, nor is it intended to provide tax or legal advice. Statistics, factual data and other information are from sources Tall Oak believes to be reliable but their accuracy cannot be guaranteed. This commentary is intended for distribution only in those jurisdictions where Tall Oak Capital Advisors are registered. Securities-related products and services are offered through Raymond James Correspondent Services Ltd., member Canadian Investor Protection Fund. Insurance products and services are offered through Gryphin Advantage Inc., which is not a member-Canadian Investor Protection Fund. This commentary may provide links to other Internet sites for the convenience of users. Tall Oak Capital Advisors is not responsible for the availability or content of these external sites, nor does Tall Oak Capital Advisors endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy which Tall Oak Capital Advisors adheres to.
