Welcome to Reagan & James Wealth Advisors
Reagan & James Wealth Advisors is an investment advisory team providing portfolio management to discerning and affluent individuals, families, non-profits and endowments. The group takes an academic approach to investing. Their goal is to replicate the strategies used by academia's top-performing endowments in order to provide their high net-worth clients with a world-class investment discipline. 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 Prospera Financial Services on their side, ensuring a responsive and helpful environment for all investment and service needs.
| Reagan & James Wealth Advisors Williamsburg 263 McLaws Circle, Suite 101B Williamsburg, VA 23185 Phone: 757.941.5200 Toll-Free: 866.461.3724 FAX: 757-941-4958 |
Reagan & James Wealth Advisors Irvington 4504 Irvington Road Irvington, VA 22480 Phone: 804.438.9006 Toll-Free: 866.461.3724 |
Offering general securities through Prospera Financial Services, 5429 LBJ Fwy., Suite 400, Dallas, TX 75240 (800) 444-4428, Member FINRA-SIPC. Assets cleared through and held by First Clearing, LLC — an affiliate of Wells Fargo & Company. Member New York Stock Exchange.