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 904-923-PLAN (7526)

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Jax Wealth works with you to craft an investment architecture that meets your plan requirements.

With more than 20 years of financial advisory experience, Jax Wealth founder Daniel Ciez takes great pride in the investment acumen that his firm brings to the table.

Dan has a deep and broad understanding of investment markets, and the financial vehicles that can be used to meet a client’s goals.

Jax Wealth custom builds a personalized investment portfolio for each client, using a wide variety of investments such as:

  • Mutual Funds
  • Exchange Traded Funds
  • Bonds
  • Money Markets
  • Alternatives
  • Annuities
  • Individual Stocks

The team at Jax Wealth works thoughtfully with you, our client, to help you manage your investment portfolios.   We strive to make the complex world of investments simple through the use of Asset Allocation and three buckets of money.

We work methodically and passionately with our clients through market cycles and strive to instill in our clients an investment philosophy centered on patience, diversification, discipline, and lifetime perspective.

Are you a lifetime investor?

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