Wealth Management Accounting Services
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 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.
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
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.
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.