Services Offered
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.
Reviews
5(5 reviews)
Rating Distribution
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A
Anita Crews
via Google
over 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!
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Katherine Paradisevia Google
over 1 year 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 !!!
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Lori Whittingtonvia Google
almost 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.
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Faye Barentinevia Google
about 2 years ago
All of the team is extremely helpful and quick to reply and or execute requests.
K
Kim Elmorevia Google
over 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!!
