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  • 17015 N Scottsdale Rd Ste 250 Scottsdale, AZ 85255-5874
  • T 480.779.7969 O 480.948.7590 F 480.948.6998
  • Map and Directions Map and Directions
  • A Wide Variety of Services

    Whether you already have one or more trusts in place or are considering creating one; whether you serve as your own trustee or serve as trustee on behalf of someone else, we can help Our services range from helping you identify, structure, and manage the most appropriate type of trust, to assisting existing trustees in fulfilling their many fiduciary duties and serving as trustee. Raymond James Trust frequently works with individuals and families who have been asked to step in as trustees, personal agents or executors to manage the financial affairs of family members or friends.

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  • OSSLAP Conference April 8th, 2017

    OSSLAP Conference April 8th, 2017

    You have worked hard to build your estate, and with the help of cryogenics you are focused on continuing your legacy. Most cryogenic firms acknowledge the need of a financial institution who can assure cryonicists that their assets are preserved, managed and monitored by a firm with strong fiduciary principles and a track record of always putting members' goals first. As a result, certain cryonicists have established a specialized relationship with Raymond James.

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Connect With Us

  • Next Chapter Advisory Group LLC:
  • 17015 N Scottsdale Rd, Ste 250 // Scottsdale, AZ 85255-5874
  • T 480.779.7969
  • O 480.948.7590
  • F 480.948.6998
  • Maps and Directions Maps and Directions

Securities offered through Kingswood Capital Partners, LLC (KCP) member FINRA/SIPC. Advisory services offered through Capital Wealth Alliance LLC. Next Chapter Advisory Group is a DBA of Capital Wealth Alliance LLC. KCP and Capital Wealth Alliance LLC are not affiliated. KCP 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.

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