05/15/2026
Have you heard about Edward Jones Generations?
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Edward Jones Generations is our Firm's most comprehensive offering. It is a highly customized one stop shop. A white glove experience, created for high-net-worth clients with minimum investible assets of $10 Million.
This offering provides a long-term strategic plan to secure the family's financial future of many generations to come.
Our local Branch team works closely with the client, their family and their professional contacts along with an Edward Jones team of specialized subject matter experts to meet our client's desired goals and dreams.
We understand these clients' complex needs and we're ready to deliver the experience they deserve.
Besides customized portfolio management, we focus on comprehensive financial planning, estate planning and tax management along with wealth transfer strategies, succession plans, charitable strategies and concierge services, to name a few.