Montgomery Wealth Management

Are you looking for wealth management services in the Montgomery, AL area? At Jackson Thornton Asset Management, we speak with a clear voice, one that calls for efficient wealth management. We take the essential elements of an effective wealth management strategy, from investment and estate planning to tax and charitable giving, and integrate them into one clear plan. Our goal: to determine your objectives and needs, and work with you to develop the appropriate solutions to meet them.

We are independent, fee-only advisors. When you speak with a wealth management financial expert from Jackson Thornton Asset Management, you can count on objective advice and service in your best interests.

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.

We understand that while maintaining a set course is important, your needs and objectives may change over time. So for effective wealth management, we provide another constant: a continual process where we periodically meet with you, to keep your plan on course.

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.

Services We Provide

Tax Planning and Consulting
  • Tax planning and compliance
  • Multistate taxation
  • State and local tax
  • Estate and gift taxes
  • Estate planning
  • Business succession planning
  • Sale or acquisition of a business
  • Sub S tax status election


Audit and Assurance Services

  • Financial statement audits, reviews, and compilations
  • Agreed-upon procedures
  • Internal control review


Information Technology Consulting

  • Managed services
  • Cloud computing
  • IT Security and compliance
  • Technology training and education
  • Network assessment and design
  • Hardware procurement and implementation
  • Business software solutions


Client Accounting Services

  • Payroll processing and payroll tax reporting
  • General ledger accounting
  • Sales and use tax returns
  • Fixed asset accounting
  • On-site accounting assistance and personnel training
  • Accounting software support and training


Human Resources and Employee Benefits

  • Consulting and research
  • Retirement plan design and consulting
  • Cafeteria plan administration


Business Valuation and Litigation Support

  • Divestitures
  • Liquidation and reorganization
  • Litigation
  • Franchise valuation and evaluation
  • Incentive stock option programs
  • Employee stock option programs (ESOPs)
  • Bankruptcy and foreclosures


Wealth Management

  • Financial planning
  • Retirement planning
  • Investment services
  • Portfolio analysis

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