At Arthur Jones we realize that every client is unique and may require a different wealth management strategy. One of biggest factors in determining and effective Wealth Management Strategy is how the wealth is accumulated. There are basically two different ways people accumulate wealth:

1. Wealth through moderate accumulation.

Many people of wealth gained it through thrift, saving, and savvy investing. Some have lived in an accumulation mode and have trouble enjoying their wealth. Some also are not considering the tax implications of retirement wealth's compounding growth. Required minimum distribution (RMD) requirements ay have severe penalties if not taken properly. If retirement accounts are taken too quickly, however, it can raise the tax rate of one's ordinary income. Arthur Jones can help you with taking appropriate contributions from retirement accounts while minimizing the tax burden.

2. Wealth through momentous event.

This may include wealth from an inheritance, lottery, sale of raw land for development, or even large contract. Many people who come upon sudden wealth can be in particular financial danger. Many who come into wealth end up poorer after their gain then when they were before. Arthur Jones can help someone who comes into sudden prosperity invest to help insure the continuance of such.