Jacksonville Wealth Management

Name: Jacksonville Wealth Management
Address: 8075 Gate Parkway West, Jacksonville, FL, 32216, US
Telephone: (904) 923-7526
Price range: $$$
Rating: 5

Personalized financial guidance to secure your future and achieve your dreams.

5(5 reviews)

financial-advising

$$$

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About

Jacksonville Wealth Management is a premier financial advisory firm dedicated to helping clients navigate their financial journeys with confidence. Led by Dan Ciez, Chris, and a responsive team of professionals, the firm offers tailored investment management, retirement planning, and comprehensive financial advice. Known for ethical practices and personalized service, they simplify complex processes, ensuring clients feel supported at every step. With a focus on building long-term relationships and celebrating client successes, Jacksonville Wealth Management empowers individuals and families in Jacksonville and beyond to realize their financial goals.

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Location

8075 Gate Pkwy W STE 101, Jacksonville, FL 32216, USA

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Information

8075 Gate Parkway West

Jacksonville, FL, 32216

(904) 923-7526 jaxwealth.com/

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Services

Investment Management

Personalized portfolio management and investment strategies tailored to your goals and risk tolerance.

Retirement Planning

Comprehensive planning for retirement, including savings strategies and income distribution plans.

Financial Advisory

Expert guidance on financial goals, budgeting, and long-term wealth building with timely insights.

Estate Planning

Assistance with estate and legacy planning to secure your financial future for generations.

Client Education

Patient, professional support to help you understand investments and make informed decisions.

5.00 · 5 reviews

Overall rating

Anita Crews

via Google

· 1 year ago

I highly recommend Dan & Chris for all your advisory needs! From the very first meeting, they took the time to understand our financial goals and provided clear, thoughtful guidance every step of the way. Whether it's planning for the future, managing investments, or just offering sound financial advice, Dan & Chris are always there with timely and professional insights. The entire team is responsive, knowledgeable, and genuinely cares about helping clients succeed. They've made what can often feel like a complex process simple and stress-free. Thanks to their expert advice, I feel more confident in my financial future than ever before! If you're looking for a trustworthy, top-notch financial advisor, look no further than Jax Wealth Management and their team. They truly go above and beyond!

Katherine Paradise

via Google

· 2 years ago

I would like to give Jacksonville Wealth Management a shout out. This team of professionals have exceeded my expectations. They have walked me through the process of investing in a very patient and professional manner. It feels great to have a team like this customizing my plans and insuring I have a great future ! I have had some poor experiences in my past and feel blessed to be part of this organization. I hope this helps you trust your investments with JAXWEALTH !!!

Lori Whittington

via Google

· 2 years ago

Dan Ciez and the team are amazing professionals and offer great personalized service during all phases of your journey! Trust them, and they will take good care of your portfolio.

Faye Barentine

via Google

· 2 years ago

All of the team is extremely helpful and quick to reply and or execute requests.

Kim Elmore

via Google

· 2 years ago

I could not be happier with Jax Wealth Management. I have been with Dan and his team since June of 2013. What most people look for in a financial advisor is someone who can grow their investments, and of course Dan and his team have done that with incredible success for me and my family. Just as important to me, however, is an ethical way to do this. Dan, Melissa, Chris, and the rest of the team are honest, open, kind, ethical AND great at what they do. Jax Wealth Management has allowed me to realize all of my financial dreams & much earlier than I ever expected to. Not only that, I look forward to our meetings to review my finances! My entire family trusts them with our finances and I have referred several of my closest friends to Dan as well. If you want to grow your investment portfolio with a great team, Jax Wealth Management is the one to go to! PS. Every year, they hold a party to celebrate their clients and successes, and they also recognize the people that retired in the past year. My retirement happened during covid, so at this year's party, I was recognized with an engraved bottle of 2012 Dom. Each person who had retired this year received a gift that was individualized to their personality/likes. This team really goes above & beyond!!