Brian S Jones Wealth Management Group
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.
Working together to help you achieve what truly matters to you
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.
Transfer of Wealth
Will and Estate Planning