Jacksonville Wealth Management

Dan views his clients as an extension of his family and brings a passion for his people, their plans, and the management of their portfolios. After graduating from the University of North Florida with a degree in Economics, Chris began his career in financial services.

After graduating from the University of Florida with a degree in Business Administration, and completing the Jacksonville Wealth Management internship program, Nick began his career in financial services.As Client Services Manager for Jax Wealth, Melissa supports and assists Clients with various types of paperwork, transfers, online tutorials, appointments, and any day to day service she can provide for our Clients.

Over the years, we've found we work best with those who share in our core values of Family, Faith, and Fun. At Jax Wealth, we foster an atmosphere of family. One of our greatest joys is when parents introduce us to their children or when the grown up children introduce us to their parents and grandparents.

We foster a friendly, upbeat family atmosphere and always look for opportunities to say please, thank you, kindly. We are here to serve you and will communicate with you in the mode you most prefer. We happily accommodate personal visits in your home or office, our home or office, and are available via phone, email, app, and web conference.

The bedrock of our investment philosophy is in the time-tested tenets of Asset Allocation, Patience, and Discipline. At Jax Wealth the guiding mantra of our investment philosophy is Lifetime Investing: We believe our client's investment portfolios should be managed to last as long as life and breath.

Care more about you, your money, and your future than anyone who doesn't share your last name. Persuade you to do the things you know you ought to do, even if you don't feel like doing them. Prepare an asset allocation that seeks to achieve a competitive rate of return for a given level of risk tolerance.