Do I Qualify?
Everyone Deserves the Ultra Wealthy Treatment
Depending on the size of your portfolio as an investor and complexity of your financial situation, Jackson Wealth Management offers a dedicated team to meet each clients' unique needs. We provide every client with high net worth service. Our goal is to offer unique solutions that maximize our clients' wealth.
Personalized Financial Service and Solutions
You will have a junior wealth advisor to work with under the guidance of a senior wealth advisor. You will have access to our team of professionals to answer any financial questions you may have.
You will work directly with a senior wealth advisor. You will also have access to our team of professionals to answer any financial questions you may have.
$2 Million and Up
You will have the opportunity to work directly with CEO/CIO George Jackson. You will have a dedicated team to assist you with any financial needs and questions.
Work with an Advisor
No Cost, No Obligation
295 Point Financial Checkup
Jackson Wealth Management offers a proprietary 295-point Financial Checkup at No Cost, No Obligation. During this meeting, one of our professional advisors will cover every aspect of your financial health. We take the time to fully understand every intricate condition of your current financial standing. Once we build a relationship and fully understand your objectives, we will check 295 points of your wealth development and offer solutions aimed at helping you reach your goals.
Become a Client
Call to schedule a no cost, no obligation consultation with an advisor.
Speak with an advisor to discuss your financial position. At this meeting you will develop a clear investment strategy.
Sign a client discretionary. Once your assets have transferred, your accounts will be invested as per our conversations.