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.

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

Today’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