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MISSION STATEMENT To build lifetime relationships based upon mutual trust, integrity and respect in order that we might use our experience and
expertise to provide our clients with comprehensive solutions to their wealth accumulation, management, preservation or transfer
concerns in the most tax-efficient and economically sensible manner.
Wealth Strategists, Inc., and its representative, Richard O. Jones* is presently licensed to sell traditional life insurance
in FL. Insurance services are limited to residents of the above listed state. Residents of other states should consult with
a local agent for insurance services.
Variable life and annuity products, as well as other securities products, may be sold in FL. Residents of other states should
consult with a local registered representative for securities products.
The principle place of business and the state of domicile for Wealth Strategists, Inc. is:
*Registered Representative offering securities through M Holdings Securities, Inc, a Registered Broker/Dealer, Member FINRA/SIPC
Wealth Strategists, Inc. is independently owned and operated. Wealth Strategists, Inc. is an Affiliate Firm of The Executive
Compensation Group, LLC, a Member Firm of M Financial Group. Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.
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