Reagan & James Wealth Advisors - Williamsburg, VA and Irvington, VA

 

CLIENT RESOURCE WEBSITE

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.
Calculators

Federal Income Tax

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Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

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