Jackson Private Wealth Management

Jackson Private Wealth Management

Founded at an undisclosed date, Jackson Private Wealth Management is a fee-only RIA that has positioned itself in the competitive landscape of New York wealth management. The firm's headquarters in White Plains places it within reach of both Manhattan financial infrastructure and the suburban families it targets. Its core business involves asset management and financial planning for individuals and institutions, a model that many similar firms have migrated toward offering multi-family office services. The firm's reported strategy emphasizes a broad asset-class mix including equities, fixed income, and real estate, with a tilt toward private credit and alternative investments for qualified clients. It does not publicly disclose specific portfolio companies or direct co-investment activity, which suggests a reliance on third-party fund vehicles rather than proprietary deal sourcing. The geographic focus appears to be primarily domestic, concentrated in the Northeastern United States. Team size and total assets under management are not publicly available. The firm maintains no additional offices beyond the White Plains location, and there are no recorded philanthropic vehicles or operating company affiliates linked to it. Recent activity is not verifiable from public records, as the firm has not disclosed a material change in leadership or strategy in the last 24 months. The structural differentiator for Jackson Private Wealth Management is its registration as an RIA that explicitly offers multi-family office capabilities — a formalized compliance structure that distinguishes it from unregistered family offices. This regulatory posture requires fiduciary standards and periodic SEC reporting, which provides institutional allocators transparency, though the firm itself does not publish AUM data.