Jones Wealth Management

Our Mission

Building wealth is a journey, not a sprint. At Jones Wealth Management Group, we believe in helping our clients navigate the complex world of finance and achieve their financial goals. We are committed to providing personalized financial guidance, empowering our clients to make informed decisions about their financial future.

Who We Serve

We specialize in serving the unique needs of:

• Federal Government Employees: We understand the specific challenges and opportunities associated with government benefits and retirement plans like CSRS, FERS, and TSP.
• Pre-Retirees & Retirees: We guide you through planning for a secure and comfortable retirement, including income generation strategies for your retirement accounts, IRAs, and other investments.
• Self-Employed Persons & Business Owners: We offer customized plans to address the specific tax and financial planning needs of self-employed individuals.
• Professional Athletes: We help athletes navigate the complexities of wealth management, focusing on tax optimization, investment strategies, and planning for financial security.
• Inheritance & Court Award Recipients: We assist in investing these financial awards responsibly for both short-term and long-term goals.

Our Services

Our comprehensive range of services includes:

Retirement Planning

• 401(k) Rollovers & TSP Rollovers
• Traditional & Roth IRA Planning & Investment
• 403(b) Rollovers & Pension Rollovers
• Retirement Income Planning & Analysis

Investment Planning

• Portfolio Review & Optimization
• Stock & Bond Investing
• Mutual Fund & ETF Selection
• Retirement Account Investment Guidance

Insurance Planning

• Life Insurance Review & Recommendations
• Health Insurance & Disability Insurance
• Wealth Transfer & Estate Planning

Additional Services

• Financial Education & Planning
• Retirement & Investment Reviews
• Business Succession Planning

Our Approach

We take a personalized approach to financial planning, working with you to:

• Understand your unique goals and concerns
• Assess your current financial situation
• Develop a customized plan to meet your needs
• Regularly monitor and review your plan

Contact Us Today

Contact Jones Wealth Management Group to schedule a consultation and discover how we can help you achieve your financial goals and build a secure future.