Invested in your success …

Glass Jacobson employs sophisticated investment strategies that take the uncertainty out of when you can retire, how you can pay for your children’s education, or how you can pass on wealth to the next generation. Investors often come to us out of frustration with an advisor who did not fully understand the tax implications of particular investments, or who recommended investments that were inappropriate for the client’s risk tolerance, goals and financial situation. At Glass Jacobson, investments are part of a larger purpose: to help you develop and preserve wealth. Our clients include individuals with taxable portfolios, IRA rollovers and trusts, as well as corporations to assure their fiduciary responsibility in providing their employees with the highest quality investment, lowest cost retirement plans. These clients stay with us because they know that we manage their portfolios using a highly diversified asset allocation process based on sound historical risk and return data – not unreliable projections of future earnings.  We rebalance their asset mix as needed to maintain the appropriate risk level of the portfolio. And they know we are cost-effective, making appropriate use of institutional asset class funds and offering competitive fees for our services. Because we are business advisors as well as accountants, we can work with you to create an investment plan that is tailored to your unique situation and risk/return objectives as a business owner or investor.

Raising investment advisory services to a whole new level.