You Would Be In Good Company

If you see yourself as a Jackson, Grant client, you would be in good company. A client might be:  

• A couple concerned about one spouse's lack of interest in things financial
• A market-savvy CPA or lawyer who accumulated wealth over a successful career
• A senior executive of a publicly-held company who is used to dealing with professional money managers
• A doctor's widow who has no experience investing on her own
• A 30-year-old who inherited wealth
• An entrepreneur who sold his business 
• Or even a financial services professional whose expertise is growing wealth, as opposed to creating income that will last a lifetime