Country
Owenby Jones Wealth Management, LLC
2013
$150 - $199/hr
2 - 9
United States
Owenby Jones Wealth Management is a financial planning firm based in Alpharetta, Georgia. The company provides a range of services to help clients achieve their financial objectives, including wealth planning, asset management, estate planning, insurance planning, and tax planning. With a team of experienced professionals, Owenby Jones Wealth Management is committed to delivering exceptional service to its clients. The firm takes a personalized approach, working closely with clients to understand their unique needs and goals. This tailored approach is designed to help clients achieve their financial objectives, and the company is available to provide ongoing support and guidance as circumstances change.
Explore Owenby Jones Wealth Management, LLC office locations and service areas.
755 North Point Parkway Suite 209, Alpharetta, Georgia, United States, 30022
Browse, Compare, Shortlist, and Hire your ideal business partner with ease.
(<$100000)
90%
($100001 - $500000)
10%
No Portfolios Found yet...
Read Owenby Jones Wealth Management, LLC reviews, client feedback, ratings, and experiences to learn more about the company's services and performance.
No reviews submitted yet...
What kind of financial services does Owenby Jones Wealth Management provide?
The firm specializes in comprehensive wealth management, offering services that include financial planning, investment management, and retirement income strategies. The focus is on helping clients navigate complex financial decisions by creating tailored roadmaps that align with individual long-term goals and personal values.
Where is the office located?
The firm is based in Lawrenceville, Georgia. Clients can visit the office located at 1898 Winder Highway, Suite 100.
How can a potential client get in touch with the team?
Interested individuals can reach out by calling the office directly at 770-962-9200. Alternatively, there is a contact form available on the official website for those who prefer to send a message regarding their specific financial needs.
What is the primary philosophy behind the firm's investment approach?
The approach centers on a disciplined, long-term perspective. Rather than chasing short-term market trends, the firm emphasizes building diversified portfolios designed to withstand market volatility while remaining focused on the client's specific financial objectives and risk tolerance.
Does the firm offer retirement planning assistance?
Yes, retirement planning is a core component of the services provided. The team assists clients in determining how much they need to save, how to manage withdrawals during retirement, and how to structure assets to ensure income lasts throughout their retirement years.
Is the firm a fiduciary?
Yes, the firm operates as a fiduciary. This means there is a legal and ethical obligation to act in the best interest of the client at all times, ensuring that recommendations are made solely based on what is most beneficial for the client's financial well-being.
Who makes up the leadership team at this firm?
The firm is led by experienced professionals, including founding partners who bring extensive backgrounds in financial planning and investment management. The team is dedicated to providing personalized attention and maintaining high standards of professional integrity.
Can the firm help with estate planning?
Yes, estate planning is integrated into the broader wealth management process. The firm helps clients coordinate their financial assets with their estate planning goals to ensure that wealth is transferred efficiently and according to the client's wishes.
Does the firm work with business owners?
Yes, the firm provides specialized guidance for business owners. This includes addressing the unique challenges of managing personal wealth alongside business assets, succession planning, and optimizing tax strategies for both the business and the individual.
How does the firm handle tax planning?
Tax planning is incorporated into the overall financial strategy. By looking at the big picture, the advisors aim to identify opportunities to minimize tax liabilities, which helps preserve more wealth for the client over the long term.
Is there a specific type of client the firm typically serves?
The firm serves a diverse range of clients, including individuals, families, and business owners who are looking for professional guidance to manage their assets, plan for retirement, or navigate complex financial transitions.
What is the process for starting a relationship with the firm?
The process typically begins with an initial consultation. During this meeting, the advisors listen to the client's current financial situation, concerns, and future goals to determine if the firm's services are a good match for the client's needs.
Are the investment portfolios customized?
Yes, investment portfolios are customized. Every client has a unique financial situation, so the firm builds portfolios based on individual goals, time horizons, and comfort levels regarding market risk.
Does the firm provide ongoing portfolio monitoring?
Yes, the firm provides continuous monitoring of client portfolios. This ensures that investments remain aligned with the client's strategy and allows for adjustments as market conditions change or as the client's personal life circumstances evolve.
How does the firm communicate with clients?
Communication is a priority, and the firm maintains regular contact with clients. This includes scheduled review meetings to discuss performance, life changes, and any necessary updates to the financial plan.
Do you own or represent this business? Enter your business email to claim your TopITFirms profile.
You have successfully submit request your claim
Ask About Owenby Jones Wealth Management, LLC
Usually replies instantly
zip, pdf, png, jpg
Thank you for submitting your inquiry, we will get in touch with you soon.