Credo Wealth Management

Our Vision

Our mission is to empower busy executives like you to achieve financial clarity and make informed financial decisions with greater confidence. We do this by providing a comprehensive and personalized wealth management experience that integrates your corporate benefits with a broader perspective on your financial goals.

Who We Are

Credo Wealth Management was founded by Courtney Jones, a CERTIFIED FINANCIAL PLANNER (CFP) with over 16 years of experience guiding corporate executives through the complexities of their financial lives. Our team leverages diverse expertise and technology to simplify and streamline your financial planning process.

What We Offer

We offer a tailored approach to wealth management that considers your unique situation and goals. Our services include:

• Corporate Benefits Analysis: Demystifying your company's benefits package and optimizing its potential to maximize your wealth.
• Wealth Consolidation: Simplifying your financial life by consolidating investments and streamlining asset management.
• Tax Strategy Development: Guiding you through tax optimization strategies to minimize your tax burden.
• Retirement Planning: Creating a customized retirement plan that aligns with your goals and risk tolerance.
• Financial Planning: Developing a comprehensive financial plan that incorporates all aspects of your financial life.

Our Beliefs

Our core beliefs guide our actions and underpin our client relationships:

• Liquidity: Access to cash and liquidity are essential for financial security.
• Transparency: Clear and honest communication is paramount to building trust.
• Reasonable Costs: We prioritize accessible and affordable financial planning services.
• Privacy: Protecting your personal and financial information is of utmost importance.
• Proactive Communication: We believe in open and regular communication to ensure your needs are met.

Our Philosophy

At Credo Wealth Management, we believe in empowering clients through knowledge and personalized guidance. We take a holistic approach, considering your financial goals, risk tolerance, and unique circumstances to create a tailored plan that aligns with your aspirations.