R. Jones Jr. and Associates
INVESTMENT GROUP
Our Services
Multi-family Office with a
focus on service and
Client Experiences
COMPLETE WEALTH MANAGEMENT
Full Planning,
Investing &
Coordination
We work with successful
clients who have amassed significant wealth and have complex and evolving
needs.
To do so, we take an “all-in”
wealth management approach,
including tailored and complete
planning to manage their unique
situation, objective and
unconstrained investment
management to capitalize on
opportunities and protect wealth,
and multi-family office services
to ensure complete coordination
with accountants, attorneys and
other trusted advisors. We do it all
with institutional-caliber pricing.
"Our approach to investment management is designed to protect your wealth while uncovering growth potential, including through innovative and alternative investment opportunities."
Autumn Shannon
Partner
Connect with us to learn how our Firm can help protect and grow your wealth.
COMPLETE WEALTH MANAGEMENT
Full Planning,
Investing &
Coordination
We work with successful clients who have amassed significant wealth and have complex and evolving needs.
To do so, we take an “all-in” wealth management approach, including tailored and complete planning to manage their unique situation, objective and unconstrained investment management to capitalize on opportunities and protect wealth, and multi-family office services to ensure complete coordination with accountants, attorneys and other trusted advisors. We do it all with institutional-caliber pricing.
"Our approach to investment management is designed to protect your wealth while uncovering growth potential, including through innovative and alternative investment opportunities."
Autumn Shannon
Partner