Our Firm

Founded in 1993 by Lawrence B. Blonquist, Turnberry Financial / Jones Wall Street, Inc. is a fee-based investment advisor.  Our values differentiate our services:  Integrity, Competence, Rapport

Integrity: This critical value informs our communications with our clients, our financial planning services and our investment management services.   As a fee-based advisor we are free from the potential inherent conflict of interest of commissioned sales organizations.   We seek a collaborative relationship with our clients so that our decisions reflect the objectives, risk profile and comfort level of our clients. 

Competence:  We continuously attend seminars, enroll in certification programs, read articles and books related to our discipline.  We also review our technology regularly and upgrade to new programs when we find something that adds to our capacity to provide a high level of professional service.  James and Lawrence hold the CFP designation. 

Rapport: This value comprehends a broad range of feelings and actions.  First of all it means that we seek relationships with clients with whom we can establish a personal relationship.  In a basic sense, rapport with our clients means that we like each other.  It also means that we can communicate easily.  Rapport also implies sympathetic understanding.