Who We Are
Our Story
At our investment firm, we take enormous pride in providing specialized, focused services in the complex field of family business ownership and succession planning. For over 20 years, we have worked closely with family-owned businesses, delivering fee-based investment advice and asset management services.
We believe that family business ownership and succession planning are absolutely essential for family businesses to beat the high odds of surviving through multiple generations. Our approach ensures that unique, personal missions and family values are maintained long after the original founders are gone. The lack of succession planning is the number one reason why the majority of family businesses fail to endure through generations.
Our detail-oriented, specialized services are designed to maximize all opportunities essential to creating a solid, multi-generational business succession plan. By addressing each aspect with care and expertise, we significantly reduce the risk of failure, helping family businesses thrive for generations to come.
Expert Partnerships
We collaborate with other professionals across various fields to provide comprehensive solutions that preserve legacies and foster growth for future generations.
Client-Focused Solutions
Our client-first approach means we take the time to understand not only your business but also the personal values that drive it, allowing us to craft strategies that protect your family’s vision for the future.
Proven Integrity
Integrity is at the heart of everything we do. We are committed to maintaining transparency and trust in all our client relationships, ensuring that our advice is always in your best interest, no matter how complex the challenges ahead.
John Schooler Jones
Founder, RIA
John Schooler Jones is a seasoned business advisor with over 20 years of experience specializing in ownership and succession planning for privately held, family-owned businesses. Based in Sonoma County, John has dedicated his career to guiding clients through the complexities of succession planning, ensuring a smooth transition and continued success for future generations.
Before establishing his investment firm, John gained invaluable experience in the Corporate Banking Divisions of Wells Fargo Bank and Westamerica Bank, where he provided tailored business banking services to closely held businesses and their owners. His deep understanding of financial dynamics and personalized approach has earned him a reputation as a trusted advisor in the community.
John is also a Registered Investment Advisor, offering comprehensive financial planning and investment strategies to help clients achieve their financial goals. He holds a liberal arts degree in Economics from the University of San Francisco, with minors in accounting and finance, equipping him with a robust foundation to address diverse financial needs.
John and his wife have proudly called Sonoma County home for over 40 years, contributing to and growing with the community they serve.
