Would you eat at a restaurant where the chef won’t touch the food?
Would you invest your money into something your advisor won’t invest in?
It’s as simple as that.
At Jones Fiduciary Wealth Management, we invest right along with you.
-Same ideas. We invest our own money in the same investments we recommend, under our written personal-trading policy.
-Skin in the game. If we wouldn’t buy it with our cash, we won’t suggest it for yours.
-Aligned incentives. No product pushes. Shaun doesn't keep any commissions on insurance policies sold in the past. JFWM, the general partner of the JFWM Real Estate Access Funds, receives a management fee from them.
-Real accountability. When something wins or hurts, we feel it too—so we move with purpose and own the results.
Because it’s not good enough for you until it’s good enough for us.
Ask your current advisor if they invest in their recommendations.
When they say no, give us a call so we can chat.
P.S. We’re happy to review what you are currently invested in and give you a few free observations on how your portfolio is set up.
Reply back or give us a call (401)-406-8090
About the author
Founder of Jones Fiduciary Wealth Management. He spent nearly two decades on the legacy side of the industry before building a fiduciary advisory firm where the tax strategy comes first and the portfolio follows. Author of UnBrainwashed Investing.
