Live Life Confidently

Custom Financial Guidance so You Can Enjoy Today and Have Peace for Tomorrow

Who We Are

Jones & Co Wealth Strategies is a boutique financial firm. We pride ourselves on “not being your father’s financial firm”, meaning we make a point to customize financial plans¹ that match your goals and ambitions along with staying relevant to today’s turbulent financial environment. Throughout the process we will take time to educate you on the ins and outs of financial literacy so you have a better understanding of where your money is going and why. Our clients range from individuals, corporations, or self-employed entrepreneurs. Whether you are a new investor looking to gain more control of your financial future, or a seasoned investor looking for opportunities to diversify yours and your company’s portfolio, we are well equipped to add value and confidence in your financial future.

Refreshing Clarity

We provide practical education and step-by-step guidance to help you better understand your finances, because we know that when you can see the bigger picture with clarity, you can feel confident that you’re making the best decisions for yourself and your family.

Custom Solutions

No two clients are the same, which is why we tailor our recommendations to suit your individual needs and objectives. We get to know you on a personal level so we can help you find exactly what you need to live your best life now and in the future.

Lifelong Partnerships

Our team is here for you in every phase of your financial journey. We provide hands-on support to help you develop and implement your strategies, and we’re available to answer questions and offer guidance whenever you need us.

How We Can Help

Our custom financial solutions help you protect the life you’ve built and create a secure, meaningful future. Whether you’re looking for a specific service or you need comprehensive support, we’ll work with you to identify the best resources to help you accomplish your goals.