Your One-Stop Shop for
Financial Services

Jackson Wealth Management offers a wide range of financial services to help every client reach their unique goals. We offer services ranging from tax planning and estate planning to investment management and much more. Our team of professionals serve with our clients’ interest in mind, assuring that our clients’ finances are all coordinated considering their financial goals.

295 Point Financial Checkup

Investing doesn’t have to be a challenge. Our investment professionals’ mission is to answer any questions you have and work with you in
developing a clear investment plan that best fits your investment needs.

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Investment Management

We offer next-generation investment management. We invest based on the proven philosophy of value and momentum.
Family Wealth Planning

At Jackson Wealth Management, our clients are our family. Everything we do is focused on your needs.
Risk Management

With our innovative model portfolio solutions designed by our CIO and CEO, George Jackson.
Retirement Income &
Distribution Planning

Retirement is one of the largest financial milestones anyone can plan for.
Tax Reduction Planning

Our tax professionals work with your advisor to provide solutions with the goal of reducing your tax obligation.
Client Communication

Jackson Wealth Management offers personalized service to every client.
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We Love To Talk

If you have any questions or would like to discuss whether Jackson Wealth Management is right for you, we’d love to hear from you. Call or send us an email to schedule a no-obligation initial conversation.

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