Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Christian Financial Strategies
  • Investments
  • Tax Planning Strategies
  • Insurance
  • Intergenerational Planning
  • Saving for Education
  • Cash Flow Management Strategies

Awards & recognition

  • Truevine Wealth Partners, Ameriprise Client Experience Award, 2020-2023

Community participation

  • East Texas Alzheimer's Alliance Investment Committee Head Board Member, Longview, TX, Steve Jones, 2018-present
  • Newgate Mission Volunteer, Longview, TX, Steve Jones, 2005-present
  • Longview Family Promise, Steve Jones, 2009-present
  • Longview Boys Baseball Assoc, Coach, Steve Jones, 2009-present
  • Toastmasters Int'l member, Past President, Longview, TX, Steve Jones, 1996-present
  • TX Annual Conference, United Methodist Church, Pension Advisory Board Member, Steve Jones, 2016-present
  • Disciple Summer Mission, adult volunteer, Steve Jones, 2013-2018
  • Longview PARD Youth Basketball Church League coach, Steve Jones, 2012-2017

Honored to receive recognition

All of us at Truevine Wealth Partners are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Truevine Wealth Partners team and the great experience we work so hard to provide for our clients every day.

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