With 27 years of hands-on experience in the financial industry including bank, trust, insurance and securities, David C. Jones is directly connected to the pulse of the markets around the world.


Today, he is revered as one of the most acute financial strategists in the country. You can hear him daily with his insightful market reports on countless radio broadcasts and see him share his unique
perspective on CITY TV.


David C. Jones, CEO and Founder, along with Rachael Poffenroth, President, and their well-schooled team of WEALTHCoaches make it their business to set themselves apart from other financial-services companies.


One distinguishing factor: WEALTHSTREET Inc. has never promoted an RSP investment that has lost money. With this extraordinary performance and an extensive range of products designed to help clients gain the most for their investment and retirement dollars, financial freedom is possible.


“We will not recommend a product to our clients that we have not personally invested in.” Jones continues: “WEALTHSTREET uses a top-down management system so the clients can get my advice and knowledge directly from their personal WEALTHCoach in every appointment.”

Clients are confident in knowing Jones and Poffenroth are continually working behind the scenes to sort through the mess of investment vehicles, bringing only the best to their clients. WEALTHSTREET is known for being an active money manager.
When you walk into WEALTHSTREET you sense the distinction immediately that separates them from banks and most financial planners. Two evident characteristics that set them apart are described by Jones. “We truly do believe each family or individual is different, with specific goals and dreams, and should not be profiled based on age. Warren Buffet wouldn’t give his grandson different advice from his own son just because he has more time before he retires.”


Secondly, WEALTHSTREET prefers its clients, at retirement, to have multiple income-producing assets that provide a continuous income stream in retirement years. This goes against the promoted industry propaganda, that counsels individuals to save a million in their savings pool, also known as the double-edged sword RSP, and then draw from it until it’s depleted, which may or may not be sufficient.


When the “Perfect Portfolio” is created and adjusted with the guidance of the WEALTHCoach, it is possible to have WEALTHSTREET retirement income out-live the client and the next generation. Jones describes WEALTHSTREET’s investment philosophy, using a sporting metaphor. “Managing money is like playing hockey. There are times when you go the net, there are times when you play defence. And sometimes you’re on the goal line and need to freeze the puck.”

Listeners, viewers and clients learn a great deal whenever they turn their attention to Jones’ sharply drawn insights. Clearly, Dave Jones is no ordinary financial guru. And WEALTHSTREET Inc. is no ordinary company in the financial-services industry.
Just ask the bank managers, VPs, the insurance office managers, stock brokers and the financial analysts who routinely come to WEALTHSTREET Inc. for guidance on their personal investments.


Poffenroth would like to remind readers: “There are only two ways to make money: You either work for it or you let your money work for you.”


WEALTHSTREET has many opportunities to get your money working hard for you. WEALTHSTREET is continually adding services and investment opportunities to serve you like no other firm can.

WEALTHSTREET is expanding to serve more clients. However, the fact remains that clients come first. For this reason WEALTHSTREET reserves the right to limit new client applications to those who are referred by another client of WEALTHSTREET or by attending one of its semi-annual seminars. Everyone else is on a wait list.


Yes, WEALTHSTREET has a year-round wait list, but rest assured it’s worth the wait for those who get the right game plan in motion. In a few short years the difference in the standard of living a family
experiences when the retirement years arrive can be exponential.


WEALTHSTREET – It’s not about chasing your dreams, it’s about planning to meet up with them later.