“You can’t be an All-Star on the field if you don’t have the right team off the field…”

Comprehensive Wealth Management for Professional Athletes


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.

EXPERIENCE…

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.

A TRUSTED INDEPENDENT BRAND…

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?

CUTTING-EDGE, COLLABORATIVE TECHNOLOGY PLATFORM…

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.

SERVICES OFFERED…

  • Comprehensive Financial Plan Development and Monitoring
  • Risk Analysis
  • Credit and Mortgage Solutions
  • Insurance Planning
  • Cash Management
  • College 529 Plans
  • Investment Portfolio Management
  • Investor Education
  • Budget Integration
  • Estate Planning Integration

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.