Broker Check

 904-923-PLAN (7526)

Service Values

At Jax Wealth we take great care to provide a truly exceptional client experience. 

Our core service values are: Kindness, Accessibility, and Reliability

Kindness: We foster a friendly, upbeat family atmosphere and always look for opportunities to say please, thank you, kindly. 

Accessibility: We are here to serve you and will communicate with you in the mode you most prefer. We happily accommodate personal visits in your home or office, our home or office, and are available via phone, email, app, and web conference. We strive to provide same day and weekend response.

Reliability: Jax Wealth pledges to serve as your voice of reason through all planning decisions, investment results, market conditions, and life events. We will consistently work with you to make sure your financial compass is pointed true north.

Next: Investment Philosophy