Coordinated Wealth Management

Planning, organization, knowledge, foresight, perseverance, and skill.  These are some of the characteristics needed to manage one’s financial well-being.  However, many of us end up throwing all of our legal documents, insurance policies, investments and tax returns into a financial junk drawer, losing sight of how to reach our goals.  Good financial planning requires significant co-ordination between all of these elements.

Glass Jacobson’s team of seasoned professionals is dedicated to helping you achieve the goals that are most important in your financial life.  Financial planning sets the stage, and successful implementation comes through time tested investment management processes that leverage the power of academic research.  When this knowledge base is combined with the professional skills of your tax advisor, a dynamic result is created that helps our valued clients achieve their goals.