Business Details
31 Years
experience
Your Trusted Partner for Financial Advisory Services in Lake Mary, FL
Jackson Wealth Management is a full-service wealth management firm dedicated to helping high-net-worth individuals and families achieve their financial goals. Founded nearly three decades ago by George P. Jackson, our firm operates as a fiduciary, prioritizing client interests through transparent, education-focused advisory services. We specialize in investment management, family wealth planning, risk management, and tax reduction strategies, leveraging a proven philosophy of value and momentum investing.Our team, led by George Jacksonholder of prestigious credentials including CPA, CFA, CFP, and CMTmaintains pristine compliance records and has earned recognition as a Forbes Best-in-State Wealth Advisor for eight consecutive years. We empower clients through personalized service, quarterly communication, and a commitment to minimizing administrative and tax burdens while maximizing legacy impact.
Services
Investment Management
Family Wealth Planning
Risk Management
Tax Reduction Planning
Client Communication
Estate Planning
Retirement Planning
Details
- Year established: 1995
Highlights and features
- We have over 30 years of experience in fiduciary financial advisory services.
- Our team holds elite credentials including CPA, CFA, CFP, and CMT designations.
- We provide personalized wealth management solutions tailored to unique client goals.
- Our tax reduction strategies leverage quarterly reviews and tax law expertise.
- We maintain zero client complaint disclosures with pristine compliance records.
Associations and certifications
- SEC Registered Investment Adviser
- Forbes Best-in-State Wealth Advisors
Services
Investment Management
We design personalized investment portfolios based on value and momentum principles, with continuous monitoring and regular performance reviews. Our fiduciary approach ensures recommendations align with your financial goals, including employer-sponsored retirement plan allocations and complimentary investment strategy consultations.
Family Wealth Planning
Our comprehensive estate planning includes trust transfers, beneficiary reviews, and inheritance tax minimization strategies. We provide complimentary estate analyses and guidance on long-term care needs, working with your professionals to maximize legacy impact through coordinated asset management.
Tax Reduction Planning
We conduct detailed tax return analyses to identify reduction opportunities, offering quarterly tax situation reviews and tax-advantaged investment recommendations. Our team keeps clients informed of regulatory changes while coordinating directly with tax preparers to implement effective strategies.
Risk Management
Our advisors identify financial risks and explain mitigation options, providing resources to select appropriate insurance solutions. We clarify associated costs and risks while offering ongoing support to adjust coverage as clients' circumstances evolve over time.
Client Communication
We deliver quarterly newsletters, personalized reviews, and special reports on tax reduction strategies. Clients receive regular updates through scheduled meetings and exclusive educational events designed to enhance financial literacy and planning effectiveness.
People
George P. Jackson
CEO & Chief Investment Officer
Founder of Jackson Wealth Management with over 30 years of experience, holding CPA, CFA, CFP, CMT, CLU, and ChFC credentials. Recognized eight consecutive years as a Forbes Best-in-State Wealth Advisor for excellence in fiduciary financial advisory services.
Questions
What services does Jackson Wealth Management offer?
We provide investment management, family wealth planning, tax reduction strategies, risk management, and retirement planning tailored to high-net-worth individuals.
Are you legally required to act in my best interest?
Yes, as SEC-registered investment advisers, we operate as fiduciaries, legally obligated to prioritize your financial interests in all recommendations.
How do you approach investment management?
We use a value and momentum investing philosophy, creating personalized portfolios with continuous monitoring and quarterly performance reviews to align with your goals.
Do you work with clients outside Florida?
Yes, we serve clients in multiple states where we maintain proper registration or exemptions, providing remote advisory services through secure communication channels.
How are your tax reduction strategies implemented?
Our tax professionals collaborate with advisors to analyze returns, provide quarterly tax planning, and implement tax-advantaged investments while keeping clients informed of new tax laws.
