​Jax Wealth Advisors, located in Jacksonville, Florida, is an independent financial advisory firm committed to delivering objective, customized planning strategies to help clients manage, preserve, and transfer their wealth. Through their Proactive Wealth Management Solution, they aim to simplify and integrate all aspects of a client’s financial life, including assets, insurance, liabilities, and estate documents, allowing clients to focus more on their business and family.

Their comprehensive services encompass financial planning, estate planning, retirement planning, tax planning, and insurance planning, all tailored to align with clients’ personal values and goals. By employing a consultative approach, Jax Wealth Advisors strives to create personalized financial plans that adapt to life’s changes, ensuring clients remain on track toward their objectives.