Business Details
Your Trusted Partner for Wealth Management in Lake Mary, FL
Jackson Wealth Management is a full-service wealth management firm dedicated to helping successful individuals and families grow and protect their wealth. Founded nearly three decades ago by George P. Jackson, our firm operates as a fiduciary, prioritizing client needs through personalized financial planning, investment management, and tax reduction strategies. Our team of certified professionals, including advisors with pristine compliance records, delivers education and solutions tailored to each client's unique goals. As legal fiduciaries, we adhere to the highest standards of trust and integrity, ensuring all recommendations align with client interests.Our founder, a CPA, CFA, CFP, and multiple Forbes Best-in-State Wealth Advisor honoree, leads our commitment to excellence. We specialize in estate planning, risk management, and retirement strategies, coordinating every aspect of clients' financial lives. Our affiliation with Jackson Retirement Planning, Inc., and registration with the SEC underscores our credibility. With offices in Lake Mary, Florida, we serve clients nationwide through personalized communication and a focus on long-term relationships. Our mission remains to empower clients with financial confidence and fulfillment, guided by decades of experience and industry-recognized best practices.
Services
Investment Management
Family Wealth Planning
Risk Management
Tax Reduction Planning
Retirement Planning
Estate Planning
Highlights and features
- We are fiduciary financial advisors with a pristine compliance record.
- Our team includes certified experts with CPA, CFA, and CFP credentials.
- We offer comprehensive wealth management under one roof.
- Our founder has been recognized by Forbes as a top wealth advisor for seven consecutive years.
- We provide personalized service tailored to each client's unique goals.
Associations and certifications
- SEC
Services
Investment Management
We design personalized investment portfolios aligned with your financial goals and risk tolerance. Our team continuously monitors and adjusts investments to optimize performance. Clients receive regular reviews and guidance for employer-sponsored retirement plans like 401(k)s.
Family Wealth Planning
Our estate planning services include trust creation, beneficiary reviews, and inheritance tax minimization. We assist with asset transfers to trusts and provide guidance for long-term care needs. The goal is to maximize your legacy while reducing administrative costs.
Tax Reduction Planning
We analyze tax returns to identify reduction opportunities and provide quarterly updates on tax law changes. Clients receive consultation with tax preparers and recommendations for tax-advantaged investments. Our focus is on minimizing obligations through strategic planning.
Risk Management
Our advisors identify financial risks and explain mitigation options, including insurance solutions. We clarify associated costs and provide resources to implement protective measures. The service ensures clients are prepared for unexpected financial burdens.
Retirement Planning
We analyze current and future income needs and develop strategies for retirement account distributions. Services include Roth IRA conversion analysis and estate tax liability planning. Our approach ensures a comfortable standard of living throughout retirement.
People
George P. Jackson
CEO and Chief Investment Officer
Founder of Jackson Wealth Management, George holds CPA, CFA, CFP, and other top certifications. Recognized by Forbes for seven consecutive years as a top wealth advisor, he leads with over three decades of experience in fiduciary financial services.
Questions
What services does Jackson Wealth Management offer?
We provide investment management, estate planning, tax reduction strategies, retirement planning, and risk management tailored to high-net-worth individuals and families.
Are you fiduciary financial advisors?
Yes, we operate as legal fiduciaries, meaning all advice is given solely in your best interest with no conflicts of interest.
How do you personalize financial plans?
We conduct detailed assessments of your goals, risk tolerance, and financial situation to create customized strategies that evolve with your needs.
What credentials do your advisors hold?
Our team includes advisors with CPA, CFA, CFP, CMT, CLU, and ChFC certifications, ensuring deep expertise across financial disciplines.
How are you compensated for services?
We use transparent fee structures based on assets under management, with no hidden fees or commissions, ensuring alignment with client success.
