Jax Wealth Advisors is an independent financial advisory firm based in Jacksonville, Florida, committed to providing personalized wealth management services. The firm offers a comprehensive range of services, including financial, estate, retirement, tax, and insurance planning, tailored to meet the unique goals and values of each client. Their Proactive Wealth Management Solution integrates clients’ assets, insurance, liabilities, and estate documents to simplify and consolidate their financial landscape. Operating under a fiduciary standard, Jax Wealth Advisors ensures that clients’ best interests are always the top priority. The firm utilizes a consultative approach, beginning with a Discovery Meeting to understand clients’ financial goals, followed by Planning and Implementation Meetings to develop and execute a customized financial plan. Located at 3840 Belfort Road, Suite 103, Jacksonville, FL 32216, Jax Wealth Advisors is dedicated to helping clients achieve financial clarity and confidence.