Our Mission

To enhance the quality of our clients' lives and bring prosperity and blessings to those we serve. The Jackson Wealth Management Group of Wells Fargo Advisors has over 55 years of combined experience as a trusted advisor to our clients and their families. We are committed to helping you plan effectively, invest wisely, and map a realistic course for your future years.


We Believe...

  • In putting clients first, all the time
  • Everyone has goals and needs a plan
  • The true enemies of wealth are taxes, inflation and human emotion
  • Complexity should be avoided
  • We can help minimize debt and manage it prudently
  • Successful investing employs patience and discipline
  • In diversifing to help minimize losses in down markets
  • Good decisions arise from facts, numbers, experience and values
  • Risks should be clearly understood and communicated
  • Costs should be fully disclosed and value delivered
  • The media amplifies emotion and volatility in the markets
  • Disaster, bad news, and fear often create bargins
  • If it sounds too good to be true, it usually is
  • To remember where it came from

Our Ethical Commitment

We Endeavor To...

Adhere to the highest level of duty and loyalty to our clients, always acting in good faith and putting their interests first

Operate our business according to the highest standards of professionalism in the industry

Clearly explain strategies, features, realistic returns and risks that may affect the performance and values of our recommendations

Strive to make recommendations that carefully balance current and future needs, so there is not undue sacrifice or risk

Make every effort to help protect clients assets from fraud and keep client information private

Provide concise, informative, clear and consistent communications with every client

Refer clients to a more specialized professional advisor when their needs go beyond our current experience or registrations