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 904-923-PLAN (7526)

Jacksonville Wealth Management Client Experience Meet Your Team

Plan to Invest

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Retire to Endow

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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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Helpful Content

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.