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 Group

Marissa Van Atta-Jones

Associate Vice President - Financial Advisor

Kathy Greco

Branch Service Manager/Senior Investment Assoc

Let's start the conversation

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Remembering the fallen on Memorial Day, who so bravely protected our freedom.

Happy Mother’s Day to all moms! Thank you for all you do each day.

Thank you to all military spouses for the support you give to help protect our country.

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

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Latest Insights

Woman checking stock chart

Is the rebound for real?

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

Read more