How we serve you
When looking for solutions to a problem, we all look to experienced, thoughtful leaders to guide us along our journeys. Experienced leaders like
Lewis and Clark looked to the North Star—which provided reliable guidance as their true compass. For nearly half a century, we at the Van Atta
Jones Wealth Solutions Group have served as our clients’ North Star—the unwavering guide along their financial journey. Our financial advisors
provide a true compass of wealth planning along an often precarious and unknown financial path. Our guides have traversed this journey with our
clients through decades of trailblazing economic variables. There is no substitute for experience, which provides knowledge and insight. At the Van Atta Jones Wealth Solutions Group, we are our clients’ path-finding professionals: each client, and each client’s life path, is unique to us.
Understanding them is our priority, so we take the time to listen to their needs. This doesn’t end once the initial paperwork is signed. With the Van
Atta and Jones team, our compass always points to our clients. They are our true north. We use reasoned thought, detailed analysis, relationship building
and a carefully formatted journey to help our clients achieve their successes. We ask that you let the Van Atta Jones Wealth Solutions Group be your guide along your financial journey. Let’s begin our journey and take the next steps together.
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This International Women's Day, we celebrate women's ability to rise, adapt and thrive, even to overcome barriers along the way. Behind every breakthrough is a story. Women in our communities are leading through change, creating pathways and inspiring others. Their resilience reminds us why collective growth matters: it unlocks opportunity and builds prosperity for all. We reaffirm our commitment to fostering inclusive growth, opportunity and leadership that drives meaningful change. Share your story. #IWD2026 #RiseAdaptThrive #RiseTogetherAtRBC #WomensLeadership
fraudandscamrecoveryguide-16fc3b6858ae4b229d73fc50fd5078aa.pdf
Over $50 billion in scam losses have been reported to the FBI during the past five years. Follow our guidance to help recover from fraud. Source: FBI Internet Crime Report 2024
Read MoreMost New Year's resolutions don't make it past March, but there's one commitment worth keeping: starting the conversation about your financial future. In her latest Forbes Finance Council article, RBC Wealth Management’s Angie O’Leary explains why this matters now. With the largest wealth transfer in history underway and women positioned to lead this transition, the time for preparation is here.
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