Our clients are a diverse group ranging from individuals and families to businesses. We recognize the differences in the lives and business of our clients and we are committed to providing personal financial guidance.
As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you. As your financial guide, we help you further your own brand of success by giving you the confidence to focus on what you do best.LEARN MORE
Whether you’re looking for assistance in overseeing your current plan or implementing a new one, our team offers the attention and resources to guide you through every step, helping you distinguish among seemingly endless investment options, stay current with regulations and fiduciary responsibilities, as well as educate plan participants on their options.LEARN MORE
We are well-versed in the singular challenges faced by endowments and nonprofits, and understand the responsibilities required to manage significant assets, while adhering to your organization’s mandate. We also understand the importance of your work and your desire to uphold your foundation’s mission in the years to come.LEARN MORE
We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.LEARN MORE
Non-profit organizations require financial stability, supported by a reliable portfolio and consistent returns, to fund their mission over the long term. Our team has experience supporting values-driven business models for nonprofits, endowments and foundations, and we make it our mission to further the financial goals of our clients as best we can.LEARN MORE
With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.LEARN MORE
We work with professional athletes in providing objective and comprehensive wealth management advice during their careers and after their careers. Our unique, collaborative technology platform allows us to coordinate with the players, their families, and their other advisors-Agent, CPA, Tax Attorney, Insurance Agent…no matter the location or time of day.
Our Bristol Wealth Group team can cover all the bases…our team members include a former professional athlete, family member of professional athlete, while our BWG team has a combined investment experience of over 100 years. Many wealth advisors say they understand you, but we’ve walked in you and your family’s shoes both on and off the field. Learn more about us.
Bristol Wealth Group/Raymond James is one of the largest, independent wealth management teams at Raymond James. Raymond James is one of the most respected and large independent brokerage firms in the country with approximately $790 Billion in total client assets as of September 30, 2018. Who Is Raymond James?
Bristol Wealth Group/Raymond James uses an interactive, collaborate technology platform (BWG-Emoney) in working with our clients. It allows our team to collaborate on-line with the player and other members of his off-field team (Family, Agent, CPA, Lawyer, Insurance Professional) at any time or any location. With limited time to train and enjoy family time in the off-season, our platform doesn’t take the place of in-person meetings, but our unique technology provides an enhanced experience to the player and his family and leveraging our client experience.
Bristol Wealth Group and Raymond James do not provide tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.LEARN MORE