Jones Fiduciary Wealth Management | JFWM Real Estate Access Funds

Maximize the After-Tax Lifetime Value of Your Wealth

Financial consultant (show on map)

5.0

★★★★★

12 reviews

Financial advisory firm focused on maximizing after-tax wealth through fiduciary advice, tax audits, and personalized financial planning.

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About

Jones Fiduciary Wealth Management is a registered investment advisory firm specializing in fiduciary financial planning, investment & tax audits, and fee-based wealth management. With over 20 years of experience, the firm aims to maximize clients' after-tax lifetime value by addressing tax-loss harvesting, investment allocation, Roth conversions, and more.

The firm operates with a commitment to client best interests, providing transparent fee structures and a refund guarantee for unsatisfied clients within the first six months.

Fiduciary commitment

Lifetime after-tax wealth focus

Fee warranty guarantee

Services

Financial Planning

Tailored financial plans to achieve clients' unique goals and financial situations.

Goal-based strategy Accountability and feedback Research and analysis

Investment & Tax Audit

Maximize after-tax wealth over a lifetime by examining tax-loss harvesting, investment allocation, and other strategies.

Lifetime after-tax wealth focus Tax-loss harvesting Roth conversions Charitable giving analysis

Fee Warranty

Guarantee satisfaction or refund fees within the first six months.

Immediate fee stop Assistance finding new advisor Streamlined transfer Refund of first 6 months' fees

Credentials & Certifications

CFS

Since 2005

CFP

Since 2007

Reviews

Rating

★★★★★

Reviews

"I would recommend Shaun to anyone with financial needs."

Frequently Asked Questions

What is the purpose of the Investment & Tax Audit? +

The audit aims to maximize after-tax wealth over a lifetime by examining factors such as tax-loss harvesting, investment allocation optimization, tax return matching, variable annuities, Roth conversions, and charitable giving.

What is the Fee Warranty? +

If unsatisfied within the first six months, the advisor will stop charging fees, assist in finding a new advisor, streamline the transfer, and refund all fees from the first six months.

How does the Curiosity Call work? +

A brief informal call to answer questions and explore ways to reduce expenses and improve returns without charge.