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Jacksonville Wealth Management

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Jacksonville, FL
Jacksonville Wealth Management

Helping our clients Plan Today and Enjoy Tomorrow. Visit us at http://www.jaxwealth.com.

Jacksonville Wealth Management specializes in comprehensive investment management and retirement planning for families, retirees, and business owners using the core aspects of financial planning: Plan, Invest, Retire, Endow. Jacksonville Wealth Management founder, Dan Ciez, started his career in the financial services industry in 1993 after graduating from the University of Florida with an Economi

cs degree. Securities offered through LPL Financial, Member FINRA/SIPC
www.finra.org, www.sipc.org

Investment advice offered through Jacksonville Wealth Management, LLC, a registered investment advisor and separate entity from LPL Financial. Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit http://www.jaxwealth.com.

07/15/2026

Saving for retirement is only part of the equation.

The next question becomes how that wealth turns into income that can support your lifestyle over time.

Where withdrawals come from, how they adjust through different market environments, and how they fit into your broader financial picture all play a role in how sustainable the plan actually is.

This is where retirement planning becomes more than a number. It becomes an ongoing strategy that evolves as life does.

07/13/2026

Families don’t avoid legacy planning because they don’t care.

They avoid it because it feels uncomfortable or rationalized as “something we’ll get to later.”

Unfortunately, "later" often turns into never, leaving family members to piece things together during an already emotional time.

These conversations matter before they become urgent. Not just for financial reasons, but to make things simpler for the people you care about most.

07/10/2026

Behind the scenes, our team is continually reviewing your strategy, monitoring changes that could impact your goals, and discussing how the different pieces of your financial life fit together over time. Ongoing planning helps ensure decisions stay aligned with where you are today and where you want to go tomorrow.

07/08/2026

Long-term progress is rarely built from one perfect investment or one perfectly timed decision. More often, it comes from staying disciplined through different market environments, making thoughtful adjustments along the way, and continuing to move forward even when conditions change.

07/06/2026

As careers progress, financial decisions rarely become simpler.

Compensation might change. Tax considerations may become more layered. Major decisions may start overlapping at the same time.

That’s why many executives eventually realize financial planning requires having the right perspectives and conversations.

07/04/2026

Today we celebrate 250 years of independence, resilience, and the enduring spirit that continues to shape our country.

Happy Independence Day to the land of the free and home of the brave.

06/29/2026

We’ve had the opportunity to sit across from people at very different stages of life.

Early on, the conversations are often about building, growing, and figuring things out.

Over time, they start to shift.

Less about what needs to be done next, and more about how they want to spend their time. Where they want to be. What they want their life to actually look like.

And then, gradually, you start to see it come together.

More flexibility. More intention. More ability to say yes to the things that matter and no to the things that don’t.

That’s always been the goal.

06/25/2026

People are shifting how they think about retirement.

For some, it’s starting a small business they never had time for.
For others, it’s picking up creative work, traveling more intentionally, or simply having the flexibility to spend time where it matters most.

It doesn’t look the same for everyone.

What’s consistent is the desire to stay engaged, to keep growing, and to use time more intentionally than before.

What are you looking forward to? How do you see yourself spending your time?

06/24/2026

These moments when everything is happening at once: career growth, family decisions, financial choices, all moving at the same time.

Individually, each decision makes sense. Together, they start to overlap.

That’s where things can feel unclear.

Our role in those moments is to help slow things down, bring structure to what’s already in motion, and make sure each decision is being made with the full picture in mind.

06/22/2026

“I’ll figure that out closer to retirement…” is a thought many people have at some point.

And on the surface, it feels reasonable.

Spending patterns begin to set expectations. Investment decisions start to influence how future income will behave. Tax exposure evolves as different accounts grow in different ways. And over time, the structure that will eventually support retirement is quietly being built.

The longer decisions are delayed, the fewer options there tend to be. Adjustments become more reactive, and flexibility starts to narrow in ways that aren’t always obvious until later.

Address

8075 Gate Pkwy W, Ste 101
Jacksonville, FL
32216

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+19049237526

Website

http://www.jaxwealth.com/

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