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Plan today. Enjoy tomorrow.

At Jacksonville Wealth Management (Jax Wealth), we provide comprehensive investment management and retirement planning for families, retirees, and business owners.

Jacksonville Wealth Management clients benefit from our holistic approach, as we guide our clients through all aspects of financial planning: Plan, Invest, Retire, Endow.

Clients enjoy an exceptional client experience because each relationship is grounded by the guiding principles of our firm: Shared Values, Service Values, Investment Philosophy, Mission Statement and the 75 things we do for every client who comes through our doors.

Thank you for giving Jacksonville Wealth Management the opportunity to help you plan today and enjoy tomorrow!


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Plan to Invest

Plan to Invest

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First Meeting Checklist

First Meeting Checklist

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Retire to Endow

Retire to Endow

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Client Experience 

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Your Team

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