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Reagan & James Wealth Advisors is an investment advisory team providing portfolio management to discerning and affluent individuals, families, non-profits and endowments. Our clients enjoy intensive customer service and communication: quarterly meetings, monthly calls, and weekly research updates. A member of our team is always available to solve your problems, discuss your strategy, and help with any questions or concerns.
Our group takes an academic and disciplined approach to investing. We have a proven investment management process which works on a time-tested discipline and takes the guesswork and emotion out of investment decisions. Delivering world-class service and exceptional investment advice are the only goals of Reagan & James Wealth Advisors.
Clients of Reagan & James Wealth Advisors have the strength and support of Wells Fargo's First Clearing as their asset custodian. Prospera Financial Services, Inc. provides broker-dealer services delivering a responsive and helpful environment for all investment and service needs.