Jupiter Inlet Colony, FL Office

Professional Planning Group serves individuals (including high-net-worth clients), trusts, estates, charitable organizations, corporations, endowments and foundations with discretionary and non-discretionary portfolio management, financial planning, and trustee-related services. The firm also provides educational workshops and seminars and offers access to multiple advisory programs, including its Ambassador program as well as the Freedom and RJCS wrap-fee programs.

The firm documents client goals and may create investment policy statements, tailoring strategies to stated objectives and risk tolerance while employing both fundamental and technical analysis. Strategies can include long- and short-term positions, option writing, margin transactions and program-based allocations, and accounts are monitored on an ongoing basis with at least annual reviews.

Noteworthy elements disclosed in the brochure include its dual role as an SEC-registered adviser and a branch office of Raymond James Financial Services, where several employees serve as registered representatives and some are licensed insurance agents—arrangements that give the firm access to Raymond James custody, trading and wrap-program resources but also create potential conflicts disclosed and managed by supervisory policies and a Code of Ethics. The brochure also notes a firm employee with CPA credentials and that the firm sponsors and actively solicits for its Ambassador wrap-fee program, features the firm highlights as part of its service and supervisory framework.