Susan Jones

Hi 👋🏼 I’m Susan. With over 25 years in wealth management, specializing in estate planning and tax strategy, I turn technical expertise into practical guidance to empower clients through life transitions. My areas of expertise range from tax, estate and multi-generational wealth strategies to financial planning for life transitions. I love to work with clients who prefer a thoughtful, integrated approach to wealth management including helping women gain clarity, confidence, and control over their finances and future. ‍