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Serving Greater Jacksonville and Nationwide for over 30 Years
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Investment Management and Planning Services
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Ponte Vedra Wealth is a Registered Investment Advisor and Certified Public Accounting Firm located in Ponte Vedra Beach, Florida. We have been serving families, individuals, and businesses in the greater Jacksonville area and nationwide for over 30+ years.

Our Services

  • Portfolio Management
  • Tax and Accounting
  • Business Retirement Plans
  • Financial Planning

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  • Contact Us
  • Client Portals

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  • 818 Jimmy Buffett Memorial Highway, Suite 100
    Ponte Vedra Beach FL 32082
  • 904-280-0771
  • 904-280-0772
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  • Home
  • Our Process
    • Why Us
    • Our Team
    • Client Portals
  • Wealth Management
    • Portfolio Management
    • Business Retirement Plans
    • Financial Planning
  • Tax and Accounting
  • Contact Us