Skip to content
Skip to Client Access
Jeffrey Sgroi
Home
Our Clients
Our Clients
Business Owners
Families & Individuals
Retirees
Services
Services
Our Approach
Services
Services
Banking & Lending Solutions
Business Planning
Education Planning
Estate, Charitable Giving & Trust
Investment Solutions
Portfolio Management
Retirement Planning
Risk Management
About Us
About Us
Jeff Sgroi
Susan Gomes
Alyssa Vidrine
Zach Mobilian
What Makes Us Different
About Raymond James
Resources
Resources
WorthWhile
Insights & Commentary
Newsletters
Behavioral Finance
Behavioral Finance
Familiarity
Loss Aversion
Overconfidence
Mental Accounting
Tax Reporting
Contact
Client Access
Access ID
Password
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
617 W Main St
Ste E
Aspen, CO 81611-1619
T
970.925.4334
F
970.920.3984
Map and Directions
Map and Directions
Insightful resources
for the informed investor
RESET ALL FILTERS
FILTERS
We didn’t find any resources for that keyword search. Please try again with different search terms.
Load More...