How We Define Success

  • We are successful when our clients meet their long-term financial goals and objectives

What We Do

Our comprehensive wealth services include:
  • Helping clients define their financial goals and objectives.
  • Accessing their financial assets, income streams (i.e. social security, pensions, etc.), taxes, and inflation.
  • Creating efficient investment portfolios with different risk/return characteristics.
  • Stress-testing each potential portfolio using Monte Carlo analysis in order to select the optimal investment strategy which allows the client to achieve their goals under both best and worst-case economic scenarios.
  • Creating a financial plan and ensuring it is executed
  • Meeting at least annually to update and modify the plan as needed
For the full benefit of our comprehensive services to be realized by the client, we request new clients have a minimum of $250,000 of investable assets

Who We Are

  • We are an independent, privetly-owned, fee-based investment advisor held to a fiduciary standard. This means we put the interest of our client ahead of our own.

  • Our firm is led by:

James Jones

Founder/Partner

Tara Parson, CPA

Partner
2095 S. Boston Place, Bolivar, MO 65613