W.B. Jackson & associates
Located in the New Town section of Williamsburg, Virginia, we understand that everyone is unique and faces different challenges with their finances. Our personalized service focuses on your needs, wants, and financial goals and objectives.
We take pride in the fact that we are one of the only firms that actively coordinates legal and tax planning with investment management and income distribution on an ongoing basis. We look forward to the opportunity to visit with you and discuss the services we provide.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
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Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
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