The clients we serve are as hardworking and motivated as we are. Like them, we know about building strong legacies. And like us, clients value sincerity, transparency and integrity.
For more than 30 years, Jones Wealth Management has brought a seasoned and steady focus on "all things financial" to affluent individuals, families and institutions - in Ohio and nationwide. We admire clients for their professional and personal achievements. And we believe our ability to serve as their trusted resource has led to a loyal and growing clientele and generations of their families.
On behalf of each client, we examine distinct aspects of their financial lives and we're forward looking. Beyond investment returns, we strive to enhance and sustain intergenerational wealth. Beyond dollars and cents, we measure our success by the relationships we enjoy with clients, the stories we hear about their children, and the referrals we receive to their friends.
Whether they're sitting in our office, or we're sitting in their kitchen, we want each client to feel like they're visiting with family. We welcome the opportunity to serve your family in the same way.
"Simple beats complicated" is a phrase we share with clients. It applies to the simple explanations we provide – and to the simple but sophisticated financial strategies we customize on each client's behalf.
We also believe that:
• Our purpose as financial advisors is to help each client define their goals, establish a wealth management strategy (based on their life priorities), and help them "navigate change" throughout their life.
• High-net-worth and ultra-high-net-worth clients should be aware of the "stairs they've climbed." We help clients step back, take pride in their accomplishments, and identify what they envision for themselves and loved ones.
• A diversified investment portfolio should not be over-diversified, or too complex. Our long-term perspective shines a light on high quality companies and creating reliable streams of income – whether they're equities with dividends that increase over time, or a laddered bond portfolio.
• Market fluctuation is inevitable. Crafting and following a disciplined strategy is critical. Using internal and external research – and the firm's due diligence – our highly credentialed team makes unbiased investment decisions as dictated by market conditions and each client's personal preferences.
• Tax efficiencies and cost efficiencies are key components of wise investment strategies.
• Clients can benefit from our "balanced" approach to enhancing their wealth. For credit, lending and other forms of liability management, we connect clients with Bank of America, N.A.
CEPA®, CFP®, CPFA®, CPWA®
CFP®, CKP®, CPFA®, CRPC™
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.
