Business Details
25 Years
experience
Open 24/7
always available
Trusted Financial Advisors for Retirement and Wealth Management
Jones Wealth Management Group was established in 2001 in Memphis, Tennessee, to provide investment, retirement, and estate planning advice. Our focus is on educating clients to build, manage, and maintain wealth. We specialize in serving federal government employees, leveraging expertise in CSRS, FERS, Thrift Savings Plan (TSP), FEGLI, and other federal benefits. Our team, led by Martavius D. Jones, a Chartered Federal Employee Benefits Consultant with over 30 years of experience in financial services, offers tailored strategies for retirement income planning, tax reduction, and long-term wealth accumulation.We prioritize client education, simplifying complex financial concepts to empower informed decision-making. Our services extend to self-employed individuals, professional athletes, and those managing inheritances or legal settlements, ensuring personalized solutions aligned with individual goals. We emphasize transparency, ethical practices, and community engagement, reflecting our commitment to client trust and satisfaction.
Services
Retirement Planning
IRA Rollover
TSP Rollover
Investment Management
Estate Planning
Tax Strategies
Annuity Solutions
401k Rollover
Pension Rollover
Financial Consultation
Details
- Year established: 2001
Highlights and features
- We focus on educating clients about federal retirement benefits and tax-efficient strategies.
- Martavius D. Jones has over 30 years of experience in financial services and federal benefits.
- Specialized expertise in TSP rollovers, IRA conversions, and retirement income planning.
- Comprehensive approach to estate planning, tax reduction, and investment management.
- Community involvement and client-focused service since 2001.
Associations and certifications
- Chartered Federal Employee Benefits Consultant (ChFEBC)
Services
Retirement Planning
We develop personalized retirement income plans for federal employees, self-employed individuals, and retirees. Our strategies include TSP rollovers, IRA conversions, and tax-efficient withdrawal plans. With expertise in federal benefits and investment management, we help clients maximize retirement savings while minimizing tax exposure.
IRA Rollover
Our IRA rollover services assist clients in transferring funds from 401k, TSP, or pension plans into IRAs. We offer diversified investment options, including mutual funds, CDs, and annuities, to align with individual risk tolerance and long-term goals.
TSP Rollover
We specialize in TSP rollovers for federal employees, providing guidance on direct and indirect rollover options. Our solutions focus on preserving tax-deferred growth and optimizing investment choices post-rollover.
Investment Management
Our investment management services include fee-based portfolio management and asset allocation models. We offer diversified portfolios of stocks, bonds, and mutual funds to help clients achieve balanced growth and income objectives.
Estate Planning
We coordinate estate planning strategies involving trusts, insurance, and charitable contributions. Our goal is to ensure your assets are distributed according to your wishes while minimizing tax implications for beneficiaries.
People
Martavius D. Jones
Financial Advisor/Chartered Federal Employee Benefits Consultant
Martavius D. Jones has over 30 years of experience in financial services, specializing in federal employee benefits. He holds a BBA in finance and Series 7, 24, 63, 65, and 66 registrations. A former NFLPA advisor, he focuses on retirement planning and community leadership.
Questions
What retirement planning services do you offer for federal employees?
We specialize in TSP rollovers, FEGLI insurance analysis, and retirement income strategies tailored to federal employees' unique benefits.
Can I rollover my 401k or pension to an IRA?
Yes, we assist with direct and indirect rollovers for 401k, pension, and TSP accounts into IRAs with tax-efficient investment options.
Do you provide investment management for high-net-worth individuals?
We offer customized portfolio management for high-income earners, including athletes and those managing inheritances or legal settlements.
What estate planning services are available?
We coordinate trusts, charitable contributions, and insurance strategies to ensure your assets align with your legacy goals.
Are there tax advantages to working with your firm?
We focus on tax-deferred growth opportunities, Roth conversions, and strategies to minimize tax liabilities during retirement.
