Independent insight For your financial future
What does success mean to you?
At Jackson/Roskelley Wealth Advisors, an independent and fee-based practice, we believe that asking thoughtful questions like this one can lead to thoughtful financial plans. We want to get to know your definition of a life well lived. After all, you’re unlike anyone else.
Here, you won’t find one-size-fits-all strategies or cookie cutter advice. Instead, we design custom financial plans that integrate each point where your money and your life intersect, balancing investment, insurance, estate and tax planning decisions. Our principles date back to 1994, when our founder Bob Jackson began his mission to provide objective financial guidance to individuals and families.
This approach has earned recognition – most recently in 2021, JRWA President Jared Roskelley was named a Forbes Best-in-State Wealth Advisor.* He leads a team with a combined 120 years of industry experience and advanced designations such as Accredited Investment Fiduciary®, Chartered Financial Consultant® and Chartered Life Underwriter®, as well as Certified Financial Planner™ certification. This knowledge, combined with a tested process and responsive service, has helped us build lasting client relationships.
As a team, we’re here to help manage your money well – and through great questions and engaging dialogue, help you enjoy your life thoroughly.
President and Director of Financial Planning, JRWA Certified Financial Planner™ Professional
Branch Manager, RJFS
Vice President, JRWA Branch Professional, RJFS
Certified Financial Planner™ Professional
Vice President, JRWA Certified Financial Planner™ Professional
Financial Advisor, RJFS