Thoughtfully managing generational wealth

At a certain point in your life, you’ll want a trusted financial partner by your side to help ensure your wealth does what you want it to do, now and for generations to come. That requires a team well-versed in the stewardship of significant wealth, and the nuanced estate and trust issues that often accompany it.

At Taras Wealth Management, we are a multigenerational team with a family legacy of providing prudent, thoughtful financial guidance for people who understand its value. We’ve been doing so for decades here in Jacksonville for families who are not willing to settle for just any advisor – but value the experience we bring to the table.

“We help families navigate from the generation that built wealth to the generation that will inherit the responsibilities of preserving and growing it.”
Jeanie M. Taras, CFP®, CDFA®; Senior Vice President, Wealth Management