Together We can create a plan for the future you want

William James Investment Group






1100 Poydras Street
Suite 900
New Orleans, LA 70163

Today's retirement plan landscape, marked by ongoing change, requires greater focus on fiduciary responsibility and new management challenges for plan sponsors.

We take a collaborative approach to helping you address these challenges. And working together, we can chart a path to help you manage plan complexity.

We are on the front lines of the new retirement, and we stand ready to help you and your participants meet the challenges of today's world.


Mike Ryan, Chief Investment Strategist, Wealth Management Americas, gives his outlook for investors in the third quarter.
Looking to the future. As clients get older, their lifestyles needs to adjust.

UBS Financial Wellness Center

Planning for the lifestyle you want