Steinmetz Jackson Wealth Management Grp
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.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
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 – email@example.com
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies and knowledgeable insights for your employer-sponsored retirement plan.
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.
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.
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
April 03, 2023
Anticipating a large tax bill?
Janney’s margin lending program may help you finance your tax bill without having to sell assets or deplete cash.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
James Jackson Featured in VoyageMIA
James Jackson Q&A
Janney Insured Sweep
Janney Insured Sweep puts your cash to work at a competitive market interest rate at one or more participating banks, and provides Federal Deposit Insurance Corporation (FDIC) protection.
May Investment Perspectives
We examine why it has not looked like a recession yet, how the Fed policy tools have changed, and whether the stock market will remain resilient through the coming months.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.