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.

$200,000-$2 Million

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

(800) 578-3181

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

Step 1

Call to schedule a no cost, no obligation consultation with an advisor.

Step 2

Speak with an advisor to discuss your financial position. At this meeting you will develop a clear investment strategy.

Step 3

Sign a client discretionary. Once your assets have transferred, your accounts will be invested as per our conversations.

Founded in 1992, Jackson Wealth Management is an independent, fee-only investment advisor. Founder George P. Jackson has been the CEO/CIO of the firm since its inception with the goal of delivering value to his clients and his associates. 

Securities Offered through Triad Advisors, LLC. Member FINRA/SIPC
Advisory services offered through Jackson Wealth Management, LLC. 
Jackson Wealth Management, LLC is an affiliate of Jackson Retirement Planning, Inc.
Jackson Wealth Management, LLC is not affiliated with Triad Advisors, LLC.

755 Primera Boulevard, Suite 1001

Lake Mary, Florida 32746

Learn more about our complimentary 295-point Financial Checkup.

No Cost, No Obligation.