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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 has partnered with the National Association of Board Certified Advisory Practices (NABCAP) to present a list of the region’s leading wealth managers. The list is published in its entirety in the August 2013 edition of 904 Magazine and the October 2013 edition of Jacksonville Magazine. Posted here are select profiles from the list.

Otterson Allison Wealth Management Group of Raymond James

245 Riverside Ave., Suite 500, Jacksonville FL 32202 • 904.348.5420 • Describe your practice. Our mission is to meet the financial needs of each individual client while balancing the complex forces at work in the market and adapting intelligently as conditions change. We know that everyone’s financial situation is unique and as a result, […]

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Dixon Hughes Goodman Wealth Advisors LLC

245 Riverside Avenue, Suite 410A, Jacksonville, FL 32202 • 904.296.2140 • Describe your practice. Our relationship with clients is built on trust and service, not on volume. We have a deep understanding of our client’s personal financial picture including their investments, taxes, insurance and estate plan, and provide a comprehensive coordinated approach relative to […]

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Jeff Wyatt & Jason Hyrne

Pictured: (left to right) Jason D. Hyrne & Jeff Wyatt 1 Independent Dr., 20th Floor, Jacksonville, FL 32202 • 904.351.7690 • Our Practice Our mission is to help our clients live the one life they have, the best way they can, without undue financial sacrifice or risk. Holistic planning is the foundation of each […]

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Ullmann Financial Group

Pictured: (left to right) front: Glenn Ullmann & Deanna Brown; middle: Emily Crowther, Melynda Angioi, Jessica Dreicer; back: Bobbie Flanders, Patrick Kilbane & Carol Ackis Your Personal Chief Financial Officer 5000 Sawgrass Village Cir., Suite 25, Ponte Vedra Beach, FL 32082 • 904.280.3700 • The Ullmann Team & Approach Now in our second decade […]

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Sanchez Wealth Management Group, LLC

A Registered Investment Advisor 5150 Belfort Rd., Suite 702, Jacksonville, FL 32256 • 904.281.9261 • What makes your practice different from the rest? There are three main pillars to what makes Sanchez Wealth unique. It begins with helping our clients build a comprehensive personal balance sheet. This helps us to understand the client’s financial […]

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River Capital Advisors, L.C.

Pictured: (left to right) Robert M. Simon, Melissa Caldwell, Mark A. Dennis & Edward P. Schmitzer 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 16 years, River Capital Advisors, L.C. […]

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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 conflicts of interest in providing our services. We respect our […]

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Meinrod & Leeper Wealth Management of Raymond James

Pictured: (back row) Paula Mathis, Adam Meinrod, Chris Leeper & Karen Brown (front row) Lisa Mercado & Judy Smith; Not pictured: Leslie Dix Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC 9822 Tapestry Park Cir., Suite 202, Jacksonville, FL 32246 • 904.642.3257 • Describe your practice. From the time a client walks […]

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The Lighthouse Group at Morgan Stanley

Pictured: (left to right) Dennis Rosa, Susan LeMasters, Brian Stokes,  & Jared Policastro 50 A1A North, Suite 112, Ponte Vedra Beach, FL 32082 • 904.273.7563 • Describe your practice. The Lighthouse Group takes a panoramic approach to organizing wealth. We start with questions that help solve problems, simplify decisions and create clarity for your […]

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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 of seasoned veterans from various areas […]

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