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Retirement Redefined

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Where Is the Market Headed?

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Exit Strategies of the Rich and Famous

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Encore Careers: Push Your Boundaries

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Dreaming Up an Active Retirement

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"Someone's sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

Genuine. Creative. Quality.

                K.W. Jones Wealth.  

A genuine desire to help people.  You'll be able to tell the difference.

Creative, personalized solutions.  A trusted advisor through life’s many possibilities.

Fee-Only Fiduciaries.  No "Big Firm" sales pitch with all of the knowledge, talent and resources.


Life isn't about money, but money is part of life.  We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

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Custom plans for every stage of life.

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Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.
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Financial Strategies

Financial Strategies

Customized Portfolios

Tailored to you.

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Life’s Milestones

Life’s Milestones

Personal Financial Planning.

No two people are alike.

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