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About Jacksonville Wealth Management
Jacksonville Wealth Management stands firm on the bedrock principles of asset allocation, patience, and discipline. Their mantra, "lifetime investing," embodies their commitment to managing client investment portfolios for the long haul, steering clear of speculation and market timing.
Asset allocation is central to their approach, a strategy that diversifies investments to align with clients' timeframes, risk tolerance, and objectives. Jacksonville Wealth emphasizes patience as a vital virtue in investment management, focusing on long-term results rather than short-term market fluctuations. Their financial advisors offer reassurance, historical context, and guidance during economic disruptions. They aim to cultivate a sense of calm and resilience in their clients.
Discipline is the linchpin of their philosophy, aligning portfolios with personal financial plans rather than market trends. They foster an investor mindset in clients, shifting from consumption to investment thinking.
Jacksonville Wealth starts the journey with a comprehensive financial plan, understanding goals, challenges, income, and assets. With over 25 years of experience, founder Daniel Ciez and his team craft custom investment portfolios using various instruments, such as mutual funds, ETFs, stocks, and more. They simplify complexity through asset allocation and a patient, diversified, lifetime-oriented investment philosophy.
Pricing options
Regulatory filings
Areas of specialty
- Investment Management
- Retirement Planning
- Financial Planning
More about Jacksonville Wealth Management
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 309312 | 5 |
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