About the Business
Hunter Wealth Management is an independent, fee-only financial services firm that provides unbiased financial advice and comprehensive financial planning. Our Proactive Wealth Management Solution, WealthVision, is tailored to our clients' individual needs and helps to organize their wealth, insurance, liabilities, and estate documents to simplify and integrate their finances. We practice purposeful communication with our clients, and maintain contact with them an average of 70 times each year.
Our team is dedicated to helping you manage your wealth so that you can dedicate more time to your business and family. We are committed to providing our clients with the highest quality service and a unique risk-based approach to institutional wealth management.
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- Our slogan, "Strategic Planning In A Complex World" is more than a saying, it's our commitment to helping individuals and families pursue their goals and dreams. We believe this is best done, once we know your own personal values that guide your life. Retirement is a celebration, a new chapter in your life. You want to focus on what is most important to you, travel, friends, family, and seeking your own personal purpose. We know moving into retirement can be challenging, trying, and often confusing. Our experienced planning team will help prepare a financial strategy in line with your own personal values and goals. We believe retirement planning is effectively managing the income needed from your life's work. We can help you unravel the maze of confusion from complex IRA rollover and transfer rules to creative estate planning strategies.
- (904) 296-7526
- 3840 Belfort Rd Ste 103, Jacksonville, FL 32216
- Visit Website
Opening Time
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Mon
8:00 AM - 5:00 PM
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Tue
8:00 AM - 5:00 PM
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Wed
8:00 AM - 5:00 PM
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Thu
8:00 AM - 5:00 PM
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Fri
8:00 AM - 4:00 PM
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Sat
Closed
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Sun
Closed