Wealth Management for life’s decisions.

We provide coordinated financial services designed to address the complex needs of successful business owners and multigenerational families.

What we provide

We seamlessly align all elements of your financial landscape.

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Investment Management

Modern portfolios built on low-cost passive strategies with selective alternative investments such as private equity, credit, and real assets.

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Income Tax Planning

Year-round tax optimization and multi-year strategy coordination.

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Retirement Planning

Tax-efficient distribution strategies and income replacement modeling.

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Business Owner Planning

Exit strategy development and post-sale financial coordination.

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Estate Tax & Liquidity Planning

Wealth transfer strategies that help minimize tax impact across generations.

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Executive Compensation Planning

Stock option analysis and restricted share strategies.

Rocks in a shallow ocean, to recall that Eightysecond Capital Partners is located on the Florida coast in Brevard County.

How We Invest Your Assets

Evidence-based portfolio construction designed for long-term success.

Our investment approach combines the efficiency of passive strategies in developed markets with active management opportunities in less efficient asset classes, creating portfolios designed to help preserve and grow wealth across market cycles.

Investing involves risk and you may incur a profit or loss regardless of strategy selected. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

Alternative Investments involve substantial risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. These risks include but are not limited to: limited or no liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Designing financial legacies with precision and purpose.

Let’s Discuss Your Vision