Credo Wealth Management, LLC

Home
Credo Wealth Management, LLC

I work with with busy corporate executives and their families at companies like Accenture, Applied Materials, BioMarin and Intel.

I help them to integrate their equity/stock benefits into their overall wealth management strategy.

29/05/2026

Happy National 529 Plan Day!

It’s a great reminder that investing in education is one of the most meaningful ways to invest in the future. A 529 plan offers tax-advantaged growth and flexibility to help families prepare for rising education costs—whether that path includes college, trade school, or beyond.

The earlier you start, the more time your savings has to grow. Even small, consistent contributions can make a big difference over time.
If supporting a child’s or grandchild’s education is part of your goals, today is the perfect time to revisit your plan—or start one.
Your future scholar will thank you 🎓

23/05/2026

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country.

Their courage and commitment have given us the freedom to build our lives, support our families, and plan for the future with confidence.

As we spend time with loved ones this weekend, we’re reminded that true security begins with those who protect it—and continues with how we prepare for what lies ahead.

Today, we remember. We honor. And we remain grateful.
Wishing everyone a safe and meaningful Memorial Day.

10/05/2026

This Mother’s Day, we celebrate the women who taught us the true meaning of care, resilience, and planning for the future.

Mothers are often the first to show us how to balance today’s needs with tomorrow’s dreams—whether it’s saving for a rainy day, supporting a family, or building a legacy that lasts generations.

As a financial advisor and a mom, I’m continually inspired by the strength and foresight of the moms I work with every day. Your dedication doesn’t just shape families—it shapes futures.

If there’s one thing worth honoring this Mother’s Day, it’s the power of planning ahead and protecting what matters most.
Happy Mother’s Day to all the incredible moms out there 💐

17/03/2026

🍀 Happy St. Patrick’s Day! 🍀
While the “luck of the Irish” is fun to celebrate, when it comes to your finances, luck isn’t a strategy.
Building wealth isn’t about finding a four-leaf clover — it’s about having a plan, staying disciplined, and making smart decisions over time.
Just like Ireland’s rich history and resilience — from legends of Saint Patrick to the vibrant spirit of Dublin — success is built on strong foundations.
This St. Patrick’s Day, consider:
🍀 Reviewing your financial goals
🍀 Rebalancing your portfolio
🍀 Strengthening your savings plan
🍀 Checking your retirement progress
Because the real pot of gold? Financial confidence and long-term security.
If you’d like to make your own “luck” this year, let’s connect.

08/03/2026

Celebrating Women’s History Month 💜
This month, we honor the resilience, leadership, and financial progress of women throughout history.
From pioneers like Madam C. J. Walker, one of America’s first self-made female millionaires, to trailblazers like Ruth Bader Ginsburg, who championed equality, women have continuously shaped history — including in the world of finance and business.
Today, more women are leading businesses, building wealth, and taking control of their financial futures than ever before. And while progress is worth celebrating, the work continues — especially when it comes to financial literacy, retirement planning, and generational wealth.
This Women’s History Month, I encourage every woman to:
✔️ Know her numbers
✔️ Invest with confidence
✔️ Plan for long-term security
✔️ Build a legacy
Financial empowerment is more than money — it’s independence, choice, and opportunity.
If you’re ready to take the next step in your financial journey, I’m here to help.

17/02/2026

Wishing you a prosperous and joyful Chinese New Year! 🐉

As we welcome the Year of the Snake, may it bring wisdom, growth, and abundant opportunities for you and your family.

Just as the new year represents renewal and fresh beginnings, it’s a great time to reflect on your financial goals and set intentions for a prosperous year ahead.

Here’s to health, happiness, and financial success in the year to come.
Gong Xi Fa Cai! 🧧✨

14/02/2026

This Valentine’s Day, show your love in more ways than one ❤️ Thoughtful financial planning is one of the most meaningful ways to care for the people who matter most—today and for years to come.

29/01/2026

The 2025 Callan Chart is out—and once again it reminds us why diversification matters. 📊
Asset class leadership changes every year, and predicting winners is nearly impossible. A disciplined, long-term approach still wins.

19/01/2026

Today we honor Dr. Martin Luther King, Jr. and his enduring legacy of service, equality, and hope. His vision reminds us that progress is built through integrity, perseverance, and a commitment to uplifting others. As we reflect on his message, may we continue striving to create opportunity and lasting impact in our communities.

31/12/2025

As we step into 2026, we're filled with gratitude for the trust, collaboration, and inspiration so many of you have shared this past year.

To our clients, colleagues, friends, and families: it’s a privilege to work alongside people who care deeply about what they do, and I’m proud of what we’ve accomplished together.

Wishing you a new year full of clarity, growth, meaningful work, and unforgettable moments with those you love most.
Happy New Year!

Courtney Jones CFP® & Team
Credo Wealth Management

Address

41 University Avenue Suite 400

18940

Opening Hours

Monday	06:30 - 16:00
Tuesday	06:30 - 16:00
Wednesday	06:30 - 16:00
Thursday	06:30 - 16:00
Friday	06:30 - 16:30

Website

https://www.credowm.com/

Alerts

Be the first to know and let us send you an email when Credo Wealth Management, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Credo Wealth Management, LLC:

Want your business to be the top-listed Accountant?

Country:

City: