Raymond James is a financial services firm supporting independent advisors across the country. Founded in 1962, it is known for its client-first approach and commitment to long-term planning. Lanai Wealth Partners operates independently but uses Raymond James as our broker-dealer and custodian.

Lanai Wealth Partners is an independent practice. We are not employees of Raymond James, but we are affiliated through their Financial Services division. This relationship allows us to offer personalized service supported by the strength, stability, and resources of a national firm.

No. While we help clients think through tax-efficient strategies and estate planning considerations, we do not provide tax or legal advice. We will collaborate with your CPA or attorney to ensure your plan is aligned and comprehensive.

Yes. When we provide advisory services, we do so in a fiduciary capacity — meaning we are required to act in your best interest. This is core to our values and how we operate across every client relationship.