300 West Main Cross Street
At Jackson Wealth Management, we work as a single team to deliver a very clear and compelling value to our clients. We are committed to helping clients clearly define their "Why?" and hold them accountable to tracking towards their definition of an "Ideal Life". It does not matter who you speak with on our team, we collaborate together by leveraging technology, analyzing research data, and creating custom solutions aimed towards pursuing your Ideal Life.
Chief Financial Strategist
Director of Client Engagement
Director of Client Support
We serve as a client's financial coach and encourage our clients to direct any and all financial questions to us. If we don't know the answers to your questions and need to bring in other professionals, we coordinate and collaborate with other professionals: such as accountants, attorneys, insurance agents, and bankers. We collaborate with individuals or firms that you use and provide recommendations of professionals that are well suited for your unique needs.