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Wealth management is a term that means different things to different people. However, most agree that the word “management” is meant to be a positive—as in grow, protect, reduce risk, help me sleep at night. Jacksonville Magazine presents a list of the region’s leading wealth managers. The list is published in its entirety in the August 2015 edition of 904 Magazine and the October 2015 edition of Jacksonville Magazine. Posted here are select profiles from the list.

The Jaffe Group at Morgan Stanley

  The Jaffe Group at Morgan Stanley Morgan Stanley  50 North Laura St., Jacksonville, FL 32202 • 904.632.0284     The Practice  Senior Member of the Jaffe Group, Barbara Jaffe, became a Financial Advisor in 1978. The Jaffe Group was formed several years later in the mid 1980s and has been operating in Jacksonville since […]

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CPA Retirement Planning

CPA Retirement Planning  Blueprinting Successful Retirements   165 Wells Rd., Suite 407, Orange Park, FL 32073 • 888.541.0076   Describe your practice’s investment philosophy. CPA Retirement Planning is proud to have developed a Quantitative Tactical Asset Allocation Strategy called DRIPS that uses mathematical algorithms to create both real time valuation metrics and momentum metrics. […]

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The MGY Group at Morgan Stanley

      The MGY Group at Morgan Stanley   814 A1A North, Suite 100, Ponte Vedra Beach, FL 32082 • 904.543.7815   Describe your practice.  The MGY Group is a collaborative partnership that brings together a diverse mix of personalities, skills and backgrounds with the sole purpose of delivering a comprehensive and unparalleled level […]

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Ullmann Financial Group

    Ullmann Financial Group Your Personal Chief Financial Officer   5000 Sawgrass Village Circle, Suite 25, Ponte Vedra Beach, FL 32082 • 904.280.3700 About the Firm  Affluent individuals need not only sound investment advice, they need an all-encompassing systematic approach led by an always engaged personal Chief Financial Officer (CFO). Ullmann Financial is […]

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River Capital Advisors, L.C.

River Capital Advisors, L.C. 5011 Gate Pkwy., Bldg. 100, Suite 300, Jacksonville, FL 32256 • 904.398.2075   What makes your practice different from the rest?   We are different in a number of important ways. For over 17 years, River Capital Advisors, L.C. (“RCA”) has been providing individuals, businesses, and institutions with independent, objective […]

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The PRISM Group of North Florida, Inc.

  The PRISM Group of North Florida, Inc.   225 Water St., Suite 1235, Jacksonville, FL 32202 • 904.596.7904     PRISM Group’s Core Values    Integrity: We provide professional services with the highest level of integrity. Our manner is one that is fair and reasonable to our clients and partners. We shall disclose any […]

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Krier Wealth Management

    Krier Wealth Management   3840 Belfort Rd., Suite 201, Jacksonville, FL 32216 • 904.296.8138 • 800.624.2376    Describe your practice. Krier Wealth Management is fiercely independent. We deliver wealth management with expertise, integrity and consistency. Our straight forward approach caters to individuals and businesses looking for customized solutions. Our staff is comprised […]

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The Beard, Storm, Chappell Group

The Beard, Storm, Chappell Group  UBS Private Wealth Management   One Independent Dr., 30th Floor, Jacksonville, FL 32202 • 904.301.3122    With more than 150 years of experience across continents and cultures, UBS offers solutions that take into consideration what is happening in your life—and  around the world. Our team grants you unprecedented access […]

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Montoya & Associates

      Montoya & Associates   236 Ponte Vedra Park Drive, Suite 101, Ponte Vedra Beach, FL 32082 • 904.280.2028 • 800.965.5554      Our goal is straightforward: to help our clients grow, preserve and transfer wealth, whatever their circumstances may be. To us, financial planning is a lifelong process, and always subject […]

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