Jacksonville Wealth Management
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-
Address
Financial planner · · 8075 Gate Pkwy W STE 101
Jacksonville, FL 32216 -
Phone
(904) 923-7526 -
Website
jaxwealth.com
Location
About Jacksonville Wealth Management
Jacksonville Wealth Management is a financial planner in Jacksonville, FL. The firm provides comprehensive investment management and retirement planning for families, retirees, and business owners. They maintain a 4.90 rating and utilize a holistic approach to guide clients through the stages of planning, investing, retiring, and endowing.
The firm operates under a mission to foster trust-based relationships founded on transparency and respect. The team, led by President and Owner Daniel Ciez, includes financial advisors Rick Erickson and Christopher Cox, alongside operations and client services professionals Nick Pinelli, Melissa Pinelli, and Erika Sharp. Their service model is built upon shared values and a commitment to performing seventy-five specific actions for every client.
Located at 8075 Gate Pkwy W STE 101, the office is situated near Jacksonville Breathe Free, Jacksonville Dermatology Associates, and First Coast Foot and Ankle Clinic. The immediate area also includes Good Guy Locksmith Jacksonville and Richard Rust CPA LLC.
The business provides thorough, well-documented information online through a well-optimized website that search engines read cleanly.
Jacksonville Wealth Management offers dedicated financial planning and investment management to the Jacksonville community.
Services:
- Client Experience Enhancement
- Comprehensive Investment Management
- Estate Planning
- Holistic Financial Planning
- Retirement Planning
Score Summary
BizScoreAI scanned the website jaxwealth.com on June 21, 2026. Jacksonville Wealth Management has a BizScore of 57 out of 100.
- AI Visibility36 out of 100
- SEO66 out of 100
- Google rating4.9 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 3 of 25 points, Content Readiness 12 of 30 points, AI Trust Signals 11 of 20 points.
Website audit sub-scores (out of 100): On-Page 58, Technical 82, Performance 63, Content 60.
Strengths: 5 checks passed. AI Crawler Access, AI Content Blocking, Rich Schema Types, About/Team Page, XML Sitemap.
Areas to improve: 8 checks. llms.txt (failed), FAQPage Schema (failed), Q&A Content (failed), Meta Description (failed), Organization Schema (warning), Speakable Schema (warning), AI-Parseable Headings (warning), Author Signals (warning).
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Browse: Businesses in Jacksonville, FL · Financial Planner in Florida · Businesses in Florida
AI engine reads
Read by AI engines 7 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this businessContact Jacksonville Wealth Management
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