Working toward your goals It starts with a strategic plan

William James Investment Group


phone

337-593-3600
866-849-4710



phone

855-308-2141





address

1100 Poydras Street
Suite 900
New Orleans, LA 70163



Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. We want to learn all we can about you, so we can address your most important priorities with a detailed plan that helps to put you on a path to achieving your goals. Our aim: to work with you, and to commit to a relationship that’s relevant to your life and focused on your financial success.



Insights

 
 
Get a clearer view of your wealth. With My Total Picture, a feature of UBS Online Services, you’ll be able to see your financial information all at the same time.
 
 
Mike Ryan, Chief Investment Strategist, Wealth Management Americas, gives his outlook for investors in the fourth quarter.

UBS Financial Wellness Center

Building an investment plan