Steinmetz Jackson WMG | Fort Lauderdale, FL | Financial Advisors

Steinmetz Jackson WMG

The Steinmetz Jackson Wealth Management Group offers a goals-based wealth management practice focused on aligning financial strategies with a client's specific life goals, values, and desired lifestyle, rather than just beating a market benchmark. We emphasize partnership, personalized planning, stewardship, and achieving milestones like retirement, education, or legacy.

How Our Goals-Based Planning Works:

A plan built to connect your goals to your wealth:

Whatever you hope to achieve financially, you need to have a clear destination and a roadmap for getting there. That’s the essence of our goals-based approach to financial planning.

A roadmap that evolves as you do:

Each of your goals may require a customized approach to help achieve them, given that they often have different time horizons, degrees of priority, and unique circumstances. We’ll help identify which ones are on track, and which might require more focus. It’s an approach designed to help you reach all of your goals, not just the ones you encounter first.

With the Steinmetz Jackson Wealth Management Group, financial planning is not a one-time conversation. It is foundational to our relationship and is continually updated as life events, situations or your goals evolve over time.

Things change, and you may have entirely new goals in the future. We will continually work with you to make adjustments as needed, looking across all your assets and liabilities to ensure your plan works for you, whatever the circumstances.

Our Team

Our team puts our clients at the center of everything we do to ensure they have a delightful experience. We find it gratifying that many of the people we work with recommend us to their colleagues, family and friends. If you are seeking a different level of customized financial solutions, we invite you to get to know us. It starts with a conversation, building a foundation that helps us get to know you, your family and financial situation. We can offer to work together to deliver investment recommendations designed to specifically address your goals. ... Read more. Read less.

Kenneth P. Steinmetz, CRPC®

Vice President/ Wealth Management, Financial Advisor

James C. Jackson

Financial Advisor

Daniel Tila-Cohen

Registered Private Client Associate

Online Access Client Portal

Simplify your finances with quick, convenient, secure access to your Janney account information using your desktop or mobile device.

What We Do

No matter where you are in life – we’re here for you through every step of your financial journey.

Virtual Meetings

For our clients and prospective clients who prefer to meet via conference call or video call, we can host meetings virtually via Webex, a secure online conferencing service. For existing clients, we can conduct full portfolio reviews and financial planning meetings. For prospective clients, we can do a complimentary stress test on your portfolio and conduct a financial or retirement plan, at no cost or obligation. It's a very simple process: once a meeting date/time is established, we will email you a Webex link that you click on and you'll be taken directly into the virtual meeting. Webex is a safe and secure way to have virtual meetings. How can we help? Give us a call – 954.762.4472 Send us an email – jcjackson@janney.com

Business Retirement Plans

We partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.

Financial Planning

Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility. No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.

Community Involvement

We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.