Wealth Management Accounting Services in Montgomery, AL
Financial Planning
Strategy: a well-thought-out plan to succeed, to act rather than react. It’s a better way of doing things. By focusing on your wealth strategy rather than day-to-day market fluctuations, Jackson Thornton Asset Management helps keep you above the fray.
Tax Analysis
We provide a platform designed to deliver capital market rates of return with both cost and tax efficiency. As CPA’s, we can provide insight into the tax complexities and manage your total portfolio by both investment selection and placement.
Investment Services
Our Core Investment Beliefs: Disciplined Investment. Proactive Management.
• Risk and expected return are related.
• Financial markets are efficient at processing information. Security prices reflect the knowledge and expectations of all investors.
• No one can predict the future of financial markets.
• Investment portfolio construction and management require planning, structure, and discipline
Portfolio Analysis
We are independent, fee-only advisors, offering objective advice and acting in each client’s best interests. We understand that successful relationships are built on trust.
Retirement Planning
As your trusted advisor, we know that managing your retirement plan isn’t simply about acquiring assets. It’s about you. That’s why our retirement planning services focus on you: discovering and achieving what matters to you; providing distinct solutions to address the financial complexities in your life, and keeping those solutions relevant for you over time.
For more detailed information, please visit our wealth management website or contact a Montgomery wealth management expert.