300 West Main Cross Street
At Jackson Wealth Management, we work as a single team. We are all working together 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". Leveraging technology, it does not matter who you talk to on our team, we are all collaborating together towards the goal of your success.
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 willingly work with individuals or firms that you work with or provide recommendations of professionals that are well suited for your unique situation.