We work for you. As a fee-only, independent registered investment advisor your individual needs come first. It is our job to make sure you enjoy financial independence and avoid the risk of outliving your money in retirement. You have access to a complete suite of integrated wealth management services including annual monitoring and review, tax prep and estate planning.
A review of the recently passed American Rescue Plan Act of 2021 to uncover planning opportunities for 2021 and beyond. Do you have questions about whether or not you are on the right track? Let us review your financial situation from a holistic perspective and assess your likelihood of achieving your financial goals.
A review of the recently passed American Rescue Plan Act of 2021 to uncover planning opportunities for 2021 and beyond. Do you have questions about whether or not you are on the right track? Let us review your financial situation from a holistic perspective and assess your likelihood of achieving your financial goals.
Services
We never take possession of your money as it is always invested directly through our custodians. You have the safety and security of Fidelity Investments as the primary custodian of your assets. We are held to the regulatory standards of a higher authority - Federal SEC, not state of CO. You can see everything; every trade, all costs, holdings, on-line 24/7 - decide for yourself if we're acting in your best interest.
Sam Jones has a BA in Economics/Finance from Colby College in Maine and a Masters Degree in Information Technology from the University of Denver, Daniels School of Business. Further study includes International Finance at the MacQuarie University, School of Economics in Sydney, Australia.
Sam took over as President of the firm, known as Robert E. Jones and Associates, Inc, from his father in 1997 and renamed the firm, All Season Financial Advisors in 2001.Since 1997 the firm has grown from a pure asset management firm of $26 Million and two employees to a comprehensive wealth management firm of $156 Million in assets under management with five full-time employees.
Sam took over as President of the firm, known as Robert E. Jones and Associates, Inc, from his father in 1997 and renamed the firm, All Season Financial Advisors in 2001.Since 1997 the firm has grown from a pure asset management firm of $26 Million and two employees to a comprehensive wealth management firm of $156 Million in assets under management with five full-time employees.
When visiting our office in Denver, you can find our building on the west side of Sherman St. with available parking directly behind our building. Each parking spot is labeled with "731 ONLY" and has alley access. To schedule a 30-minute introductory consultation with one of our advisors, please use the calendar below to find a time that works well for you.
Management fees are determined by individual household through the proposal process at the initial point of engagement with All Season Financial Advisors and are dependent on assets under management. We offer three opportunities for our clients to maximize the value they receive under our low annual management fees.
We use a well-defined investment process that balances net exposure, selection, and position size to accommodate current market conditions, risks and opportunities. We have structured our trading guidelines to weather "all seasons" of the market. Avoiding permanent loss of capital (risk) while earning a consistent return that compounds over time is statistically the fastest way to build wealth.
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