Our firm specializes in delivering thorough financial planning and wealth management services. Leveraging our profound understanding of investment and wealth planning strategies, we adopt a personalized approach as your fiduciary partner.
Investment Management
• Discretionary Portfolio Management
Stocks, Bonds, Mutual Funds, ETFs, Structured Products, Alternative Investments
(Commodities, Digital Currencies)
Financial Planning
• Retirement Income Planning
• Tax Mitigation Strategies
• Gifting & Philanthropic Planning
• Estate / Legacy Planning
Insurance
• Annuities
• Life Insurance
• Long Term Care
Employer Sponsored Retirement Plans
• 401K
• 403 (b)
• 457 (b)
• IRA
• Sep IRA
• ROTH IRA
• IRA Conversions & Rollovers
Robert Jones is a registered representative of Vanderbilt Securities LLC and investment advisor representative of Consolidated Portfolio Review.
American Capital Advisors and Vanderbilt Financial Group are separate and unaffiliated entities.
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.
Advisory Services offered through Vanderbilt Advisory Services
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures