The James Tolson Group

With over eighteen years of global wealth management experience, we are uniquely equipped to address the complex financial realities navigated by today’s most dynamic wealth creators. Holding various key designations such as Senior Financial Advisor, Portfolio Advisor, and specialized Sports & Entertainment Advisor, our team members can deliver bespoke, high-level strategies that go beyond traditional planning.
We understand the distinct demands of our clients' worlds—whether that requires creating complex financial plans for athletes and artists, designing sophisticated wealth optimization strategies for highly compensated executives and business owners, or implementing robust legacy and trust management frameworks.
We provide "Generation Next" with the precise strategic foresight and dedicated oversight needed to protect their assets, maximize their growth potential, and build a powerful, enduring legacy.

_{*A Portfolio Advisor, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third- party investment managers’ strategies, funds or portfolios.}