Brian S Jones Wealth Management Group

Brian S. Jones Wealth Management Group
Brian Jones, Senior Portfolio Manager, Senior Investment Advisor, understands how to put you first.

Brian specializes in Tax Efficient Wealth Planning. He is focused on planning for the future to help ensure your needs can be met during each stage of your life. Each family has different needs for their financial legacy and Brian takes the time to understand those individual needs.

Brian is continually advancing his education to ensure that he is able to provide what he believes to be the best advice to his clients.

Beyond helping his clients, Brian is also involved in his community. He believes in giving back to his community by participating in events to raise funds and awareness. He has been an advocate for autism, homelessness, underprivileged kids and the local foodbanks.
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What We Do

What to expect when working with us

Initial Discovery

Our discovery process focuses on understanding your priorities and goals in order to better support them.

Personal Wealth Strategy Meeting

Once we understand your unique situation, we can help you develop a personalized wealth plan.

Welcome to TD Wealth Private Investment Advice

Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.

Meet your Team

Whenever your needs require specialized support, we will build a team of TD specialists who can help.

Ongoing Proactive Service

Your Advisor will stay in touch with you, keeping you up to date on what matters to you.

Regular Review Meetings

To ensure your wealth plan evolves as you do, we'll regularly review your priorities with you, helping you stay on track with your goals. 

Working together to help you achieve what truly matters to you

We take the time to understand what makes you unique. We establish a deep understanding of who you are by actively listening to you and gathering information on your individual goals and vision. The insight we gain from working with you is the basis on which we design your wealth strategy. We believe that developing a personalized wealth strategy is a key component to your financial success.
 

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
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