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.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

Your Guides for the Journey 

We aim to provide a true compass of financial stability 

My Team

Larry Van Atta

Larry Van Atta

Senior Vice President - Financial Advisor, Portfolio Director

Marissa Van Atta-Jones, CPFA®

Associate Vice President - Financial Advisor, Portfolio Director
Kathy Greco

Kathy Greco

Branch Service Manager - Senior Investment Associate

Let's start the conversation

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Last Friday, I had the joy of volunteering with United We Read, spending the morning reading 'We Are Definitely Human' to three different kindergarten classrooms. This is my second-year volunteering with this program and let me tell you, there's something incredibly special watching young students light up during a story -- these are the future leaders of tomorrow, and their curiosity is inspiring. A huge thank you to all the wonderful teachers --- the unsung heroes of our youth who welcomed me into their classrooms. Your dedication to fostering a love of literacy makes all the difference. I'm grateful for the opportunity to be part of this great program, and I hope I was able to help encourage the mission of developing a love for reading and spark a little imagination for the young readers along the way!

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

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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

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A renewed Middle East conflict: How long and how great a disruption?

Oil prices threaten $100+ per barrel while S&P 500 valuations face mounting pressure. RBC Capital Markets examines conflict duration scenarios, energy market disruptions, and equity implications.

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