Jackson, Grant Investment Advisers, Inc. serves high net worth individuals ($5 million+) who have more complex wealth management needs than the everyday investor. A special focus of the firm is managing retirement portfolios, the subject of founder, Julie Jason's, books and columns. Jackson, Grant functions as "Investment Counsel" under the Investment Advisers Act, is registered as an investment adviser, and is regulated by the US Securities and Exchange Commission (SEC). The primary activity of Investment Counsel is personalized portfolio management. Please visit our website (www.jacksongrantus.com) for more information or request a copy of the firm's "Brochure," which is the SEC-mandated regulatory disclosure document also called "Form ADV Part 2A." Our telephone is 203-322-1198.