Maximize Wealth

Client-Focused Investing

The truth is, investment firms are incentivized to invest your money in ways that benefit them – not you. And your advisor has no choice but to give you subpar advice. Advisors survive in this industry not because they give the best advice, but because they create the most revenue for their firms. But I believe it’s just plain wrong for salespeople to impersonate advisors, creating imaginary problems and making you invest your money based on fear.

That’s why I got out. I’m on a mission to help you take back your wealth from greedy investment firms and start maximizing your wealth with confidence.

About Shaun

Shaun M. Jones has advised clients on all aspects of investment strategy, portfolio risk, and wealth management for almost two decades.  His clients include affluent individuals and families primarily in the legal, medical, and executive fields.  

Author of Unbrainwashed Investing, and contributing author to the book Real Life Financial Planning for Physicians, Shaun has published research in the field of personal wealth management and contributes to articles for major financial outlets like CNBC online.

Shaun became a fiduciary so that he could operate with only his clients best interests in mind. People deserve transparency, integrity, and a genuine commitment to their financial success. Whether you’re planning for retirement, saving for your children’s education, or building your wealth, Shaun is here to help you achieve your goals.