Spencer Holdings LLC

We are an independent, fee-only Wealth Management firm in Jacksonville, staffed by Certified Financial Planners specializing in retirement strategies.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Jacksonville, FL area, Charlene D Clayton will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Dogwood Investment Advisors, based in Saint Augustine, FL, offers a dedicated wealth management experience with a full suite of financial planning and investment services tailored to meet individual client needs. Their approach emphasizes clear guidance to effectively grow and protect client wealth while providing ongoing education and support throughout life's transitions. Specializing in comprehensive financial planning, Dogwood ensures personalized strategies that consider clients' full financial picture along with personalized portfolios aligned with their risk profiles. With a focus on ongoing monitoring, rebalancing, and tax-smart strategies, Dogwood Investment Advisors is committed to delivering tailored recommendations that facilitate long-term financial well-being. Generated from the website