Jax Wealth Advisors

Jax Wealth Advisors is a financial planner in Jacksonville, Florida. The firm provides specialized services including financial planning, estate planning, retirement planning, tax planning, and insurance planning for individuals, families, retirees, and business owners. They operate with a 5.00 rating.

The firm utilizes a Proactive Wealth Management Solution designed to organize assets, insurance, liabilities, and estate documents to simplify and integrate a client's financial future. Their approach is consultative and begins with an educational client survey to help individuals understand important choices regarding their retirement years. As independent advisors, the team focuses on creating objective, customized strategies to manage, preserve, and transfer wealth in alignment with personal values. The professional team includes H. Lee Little, a Managing Partner and CERTIFIED FINANCIAL PLANNER™ with over two decades of experience, and H. Connor Little.

Located on Belfort Road, the office is a short drive from Ascension Saint Vincent’s Southside Hospital, the Saint Luke's Hospital Library, and the Southpoint Post Office, and is near the intersection of South Bowden Road and Butler Boulevard.

The business maintains thorough, well-documented information online, and their digital presence is easily navigated by search engines.

Jax Wealth Advisors provides dedicated, personalized wealth management strategies to help the residents of Jacksonville achieve their long-term financial goals.

Services:

• Estate Planning
• Financial Planning
• Insurance Planning
• Retirement Planning
• Tax Planning