We are Jonesing for Good.

​We believe that wealth management is more than financial planning. It’s about your values, what matters most to you, and what you truly wish to see in the world.

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We work with individual clients, financial planners, accountants, and estate attorneys to map values with strategy and transform communities through philanthropy. As a collective of non-profit and fundraising professionals, we have decades of experience working with clients to understand their goals and giving assets and map these to impactful funds and initiatives.

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There’s too much good to do in the world, and we’re excited to help you realize the true meaning of wealth.

 

Join us and become Jonesing for Good.