Bringing over 15 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Phil Jackson Bluemountain Wealth

Our clients know they can rely on:

  • a defined, consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

 

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Latest Blog Posts

Building Your Portfolios One Step at a Time

Filed Under: Investment Services

22 November, 2017

Have you ever wondered how your investment portfolios are constructed?... Read More

Common Estate Planning Issues

Filed Under: Estate Planning

5 April, 2017

Here is an Investment Executive article I found pertinent when discussing executor duties and estate planning issues with clients.... Read More

 
  • My long-time financial advisor retired; I needed to find someone to give my mother and myself advice that also would monitor investments and take the time to be caring and careful. I found Phil Jackson. It has been a good decision as he has provided me with the peace of mind that comes with careful research and advice. Phil came to our homes to offer investment advice on re-structuring two small portfolios, as well as help with completion of the forms. He was patient and answered all of our questions with knowledgeable answers. It has been a good change. Thank you Phil.

    – Sandra W.
 
 
  • Although I have very recently entrusted part of my assets to Mr. Jackson, I have had an excellent experience with him in the management of my best friend’s financial assets. His transparency, clarity, and availability at all times, either by phone or in person, have given me much confidence. He has shown to me that he possesses a strong and profound understanding of the financial markets, and he has the ability to translate them to me in clear terms. As a result of that, I have planned to entrust him with the bulk of my assets as they become available.

    – Oralyn