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Your One-Stop Shop for Financial Services

Jackson Wealth Management offers a wide range of financial services to help every client reach their unique goals. We offer services ranging from tax planning and estate planning to investment management and much more. Our team of professionals serve with our clients' interest in mind, assuring that our clients' finances are all coordinated considering their financial goals. 

295 Point Financial Checkup

Investing doesn't have to be a challenge. Our investment professionals' mission is to answer any questions you have and work with you in developing a clear investment plan that best fits your investment needs.

Investment Management

We offer next-generation investment management. We invest based on the proven philosophy of value and momentum. This offers our clients  a transparent method of analyzing our investment decision that can be clearly communicated in simple language.

Family Wealth Planning

At Jackson Wealth Management, our clients are our family. Everything we do is focused on your needs. We work with you to develop an estate plan that will ensure that your wishes are carried forward. With our team of advisors and strategic partners, we offer services that cover every aspect of estate planning.

Risk Management

With our innovative model portfolio solutions designed by our CIO and CEO, George Jackson, we aim to reduce your inherent risk associated with investing. Protecting your wealth is our number one goal.

Retirement Income & Distribution Planning

Retirement is one of the largest financial milestones anyone can plan for. The advisors at Jackson Wealth Management take the time to understand your unique income needs for retirement. When we fully understand your goals, we offer professional solutions to tax-efficient distribution planning.

Tax Reduction Planning

Our tax professionals work with your advisor to provide solutions with the goal of reducing your tax obligation as much as legally possible.

Client Communication

Jackson Wealth Management offers personalized service to every client. Part of this personalized treatment is superior client communication. We are no more than a phone call away from answering any question you may have. We provide our clients with insightful quarterly reviews of the portfolio and market updates through our blog and newsletter.

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No Cost, No Obligation

(800) 578-3181

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.