1540 The Greens Way, Jacksonville Beach, FL 32250

904.280.3700
info@ullmannwealthpartners.com
Contact

Our Discipline. Your Freedom.™

We are wealth management specialists focused on helping you achieve overall financial health.


Our Discipline. Your Freedom.™


We're here for you, offering advice and support throughout all life's milestones.

Our Discipline. Your Freedom.™


We can help you bridge the gap between where you are and where you want to be.

What We Do

In pursuit of goals defined in partnership with our clients, our approach to wealth management utilizes what we believe to be best practices in investment management, advanced planning, and coordination with our clients’ other expert professional advisors. This wider perspective is bigger than financial products and market returns. It is a process, carefully mapped, monitored and refined. Our firm’s client relationships are a true collaboration built on leadership, openness, care and proactivity. 

 Featured In: 

Philosophy

We help you achieve and maintain financial independence and confidence with an investment philosophy that is built on proven principles. 

Learn More

Process

We follow a customized yet systematic process to help you achieve overall financial health.  

Learn More

Services

Our services combine investment management, professional relationship management, and advanced planning to help you accomplish your short and long-term goals.

Learn More

Get to Know Us

Please watch our firm’s video to learn more about who we are and how we serve our clients.

Video

Whatever your goals are, we can help 

BUSINESS OWNERS

EXECUTIVES

PROFESSIONALS

DIVORCEES

RETIREES

Recent Insights

Peeking Around the Corner<br data-mce-bogus="1">

Peeking Around the Corner

Jack Gunn, CFP®, reflects on how “peeking around the corner”—a skill that drives success in business—can work against investors in the market. 

Read Blog
The Elegance of Simplicity

The Elegance of Simplicity

Brian James, CPWA®, highlights why simplicity and discipline are key to long-term financial success. 

Read Blog
Diversification of Personal Net Worth Creates Flexibility for Entrepreneurs

Diversification of Personal Net Worth Creates Flexibility for Entrepreneurs

Caitlin Frederick, CFA, CFP®, Partner and Director of Financial Planning, explores how entrepreneurs can diversify their wealth to create greater financial flexibility.

READ BLOG

Meet Our Team

Glenn Ullmann

Glenn Ullmann, CAP®

Founding Partner, Wealth Advisor

Brian James

Brian James, CPWA®

Managing Partner, Wealth Advisor

Carrie King

Carrie King, IACCP®

Partner, Chief Compliance Officer, Wealth Advisor

Patrick Kilbane

Patrick Kilbane, J.D., CDFA®

Partner, Director of the Divorce Advisory Group, General Counsel, Wealth Advisor

Caitlin Frederick

Caitlin Frederick, CFA, CFP®

Partner, Director of Financial Planning, Wealth Advisor

Jack Gunn

Jack Gunn, CFP®

Director of Investments, Wealth Advisor

Meet The Entire Team