DBJ Wealth Management

Family - Freedom - Integrity - Excellence - Charity


Vision Statement

We are driven by our mission of helping people make smart decisions with money. Grounded in our values of family, integrity, freedom, excellence, and charity we are a destination for those seeking quality advice for their financial well-being. Our clients view us as an important part of their life and are thankful for our relationship.

Our team is the face of the firm as our clients seek advice from our collective group. We work together to achieve results for clients and personal freedom for our associates.

We are guided by the compass and not the clock. Our firm has people and process that ensures continuity for generations.


For any questions regarding DBJ Wealth Management

please contact Mallory Terns at (315) 731-5410

Daniel B. Jones, CLU®, ChFC®, CFP®, RICP®
Wealth Management Advisor


DBJ Wealth Management

4 Key Things to Know About the Coronavirus Stimulus Bill

To bolster the economy and help Americans impacted by the coronavirus, Congress is working on an historically large relief plan. Read more.

Why Market Volatility Doesn't Affect Northwestern Mutual's Strength

Northwestern Mutual’s Chief Financial Officer, Mike Carter; Chief Investment Officer, Ron Joelson; and Northwestern Mutual Wealth Management Company Chief Investment Strategist, Brent Schutte explain why, and how, Northwestern Mutual stays so strong through market turbulence. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck