Are We Right For You?

In order for Jackson, Grant's personal portfolio management services to be your optimal choice, you would need to be attracted by a desire to organize a goal-oriented portfolio designed to either build wealth or secure your future.

Our services are best suited for:

Anyone who wants to establish a long-term investment counsel relationship to navigate financial, legal, estate planning, tax, legacy, charitable, and other important issues to prepare for a secure and content future
Couples who want to establish a common theme to guide their financial future as their families grow and evolve
Individuals approaching retirement with substantial 401(k)s that will need to be used to generate retirement income
Retirees who want professional portfolio management to oversee their finances throughout retirement
Divorced or widowed individuals who need to restructure their financial lives
Unmarried couples, same-sex couples, and blended families with special money management needs
Families desiring to coordinate their investment program with risk management, tax, and estate planning
Trustees of inter vivos and testamentary trusts and other fiduciaries
Individuals who need the services of a trustee or to set up and run a family foundation
Business owners who are selling their businesses
Individuals in need of special care and attention as they age
Companies that offer 401(k) plans to their employees