For complex issues surrounding personal wealth …

Most clients of Glass Jacobson are entrepreneurs who are enjoying success in their businesses.  They come to us after having encountered a negative experience with a financial advisor who did not understand the tax ramifications of his advice, or a CPA who lacked the planning and foresight to prevent large tax surprises, or a broker who only called when he had something to sell.  As a full service accounting, tax and wealth management firm, Glass Jacobson works year round with business owners, high income individuals and investors to discuss, implement, analyze and improve upon money-making and money-saving initiatives.  From clarifying your investment objectives and strategies to planning for income and estate tax to creating insurance solutions and more, we help you gain peace of mind.

For an investor’s perspective on your personal wealth development and preservation, contact us.

You need just one advisor: Glass Jacobson.