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Craig Jeffries Wealth Management Group 

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1055 Southeast Ocean Boulevard
Stuart, FL 34996

Phone:

772-210-2651

Fax:

772-210-2671

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Financial advisors in an office with a golden bull statue.

The hardest thing to understand in the world is the income tax. - Albert Einstein

We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client's trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

Craig Jeffries Wealth Management Group does this with the highest levels of trust, integrity and respect while always collaborating using a team approach.

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

Shows how transfer-on-death designations help avoid probate costs.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

How much would your monthly lease payment be?

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck