R.B. Jones Wealth Management Group

Our expert team is here to meet your financial needs.

Personalized support

Our team is made up of highly qualified investment professionals with many years of experience in wealth management.

We leverage the expertise of all team members to ensure our clients get the best possible financial management advice.

Discover our company

Our purpose

Our objectives

As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.

Our values

We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind. 

What makes us stand out

Our clients greatly appreciate our dedicated advice and support.

You can always count on:

  • Our commitment to helping you achieve your goals
  • Our approach
  • Our integrity
  • Our professionalism
  • Our transparency about the compensation we receive

Introduction

We offer each of our clients a personalized approach and a customized investment portfolio. We can also recommend complementary financial products and services in order to meet all of your financial needs. National Bank Financial - Wealth Management is good for clients because we have:

  • a supportive environment for advisors, which means the needs of clients come first
  • accountability to clients to ensure they are on track to meet their financial goals
  • mobile wealth management specialists who are able to meet clients at their convenience
  • an accessible and responsive management team that will solve client issues; less bureaucracy and more support 
  • the ability to maximize advisor performance through state of the art technology, research capabilities, and an extensive product offering which translates into exceptional service and advice for clients 
  • a comprehensive, holistic Wealth Management platform for clients in every stage of life
  • innovative discretionary portfolio management services and private portfolios unique to the industry that provide greater efficiency in helping clients achieve their objective 

Contact us

Get contact information for our team members and find out where our offices are.

 

Email picto