At The Jones Fletcher Group, we provide comprehensive wealth management services to clients and their families. Our team is committed to looking beyond your assets in order to understand the opportunities and aspirations they represent for your family. Supported by the investing insights and global resources of Merrill and the banking convenience of Bank of America, our team uses our depth of experience to develop a customized wealth management strategy designed to keep you on track toward your goals.
We take a “family tree” approach to working with our clients, meaning that we embrace each generation of your family as you work toward your unique financial objectives—from teenagers opening their first accounts, to young couples growing their families, to career professionals preparing for retirement, to grandparents enjoying the rewards of a productive life.
We have adopted a straightforward approach to asset allocation: when your portfolio’s allocations begin to drift away from your initial target—due to market movements and their subsequent effect on your assets—we proactively rebalance your portfolio to realign your allocations with your original strategy.
Some financial advisors rebalance assets by the calendar—for example, on a quarterly basis. But during a volatile market, your allocations can shift significantly in just a few months or even weeks. We’ve found that our systematic approach works well in periods of market fluctuation, because it helps ensure that your portfolio never strays very far from its initial allocation, which was customized specifically to your personal wealth objectives.
Before we invest your assets, we learn about your current financial situation and your goals, values, challenges and priorities for the future. Then, we use this information to develop an asset allocation strategy designed to position you to meet your goals while taking on the least amount of risk.
Capabilities
Our clients tell us that we bring an exceptional level of care and concern to every client relationship. From our CERTIFIED FINANCIAL PLANNER™ professionals to our dedicated support team, we share a commitment to helping you achieve your goals with a personalized, flexible and seamless experience.
Focus on Individuals and Families
We have found that when we work with multiple generations within a family, we can better anticipate the responsibilities and challenges that may lie ahead for each of you. Therefore, we can be better prepared to help meet your needs at every life stage and coordinate each element of your financial life more effectively.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.