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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.

The Awad Wealth Management Group

The Awad Wealth Management Group is a “client focused” Wealth Management practice, dedicated and passionate about providing investment solutions, customized one client at a time. It is our goal, through a process of discovery, planning and scheduled review to ensure that each client is prepared not only for today’s financial challenges but also for the life changing events in the years to come.

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The Beard, Storm, Chappel Group

Our boutique model assures that our clients deal directly with our local team members. In the spirit of service we are constantly looking out for their best interests and motivating them to take action to achieve their dreams. We are advocates for our clients and help them coordinate their affairs with tax and legal advisors.

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