The Jones Fletcher Group

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.