All-Inclusive
& Unconstrained Wealth Management
We are an independent
investment management firm
committed to working with you
to mitigate risk, protect and
grow your wealth and empower
you with the freedom to pursue
your passions.
Welcome To
The Jones Family
Our independence allows us
to fulfill our mission by
taking an unconstrained,
customized and highly
personal approach to
achieve your goals.
Our Firm offers full-service investment management
capabilities through comprehensive wealth management to
actively mitigate risk and
protect your wealth.
The Jones Difference
Team Approach
decades of experience
navigating market cycles
Independence
open architecture with
broad array of solutions
Customization
tailored planning with
personalized service
Personal Touch
comprehensive wealth management serving professionals and business owners
OUR SERVICES
Highly
Personal
Experience
We deliver tailored
planning, objective
investment advice
and comprehensive
wealth solutions to
help clients achieve
immediate and
longer-term goals.
We also provide
multi-family office
services to
understand and
manage each client's
complete and
evolving needs,
including full coordination with
their accountants,
attorneys and other
trusted advisors.
OUR TEAM
Experienced
and Proactive
"Being independent
allows us to deliver
a well-rounded
investment
management strategy,
offering both
foundational and
advanced capabilities
to help preserve and
grow your wealth."
Rich Jones III
Managing Partner, Chief Wealth Strategist
Connect with us to learn how our Firm can help protect and grow your wealth.
R. Jones Jr. and Associates
Investment Group
Welcome To
The Jones Family
Our independence allows us to fulfill our mission by taking an unconstrained, customized and highly personal approach to achieve your goals.
Our Firm offers full-service investment management capabilities through comprehensive wealth management to actively mitigate risk and protect your wealth.
The Jones Difference
Team Approach
decades of experience
navigating market cycles
Independence
open architecture with
broad array of solutions
Customization
tailored planning with
personalized service
Personal Touch
comprehensive wealth management serving
professionals and business owners
OUR SERVICES
Highly
Personal
Experience
We deliver tailored planning, objective investment advice and comprehensive wealth solutions to help clients achieve immediate and longer-term goals. We also provide multi-family office services to understand and manage each client’s complete and evolving needs, including full coordination with their accountants, attorneys and other trusted advisors.
OUR TEAM
Experienced
and Proactive
"Being independent allows us to deliver a well-rounded investment management strategy, offering both foundational and advanced capabilities to help preserve and grow your wealth."
Rich Jones III
Managing Partner, Senior Wealth Advisor