Manage Your Assets, Empower Your Goals

Investment Advisory

We created Glass Jacobson Investment Advisors out of a responsibility to our clients. Our unique investment management platform is the perfect complement to the comprehensive guidance offered by our accounting, tax, valuation and consulting professionals.

After helping clients to achieve maximum profitability we are committed to assisting them in protecting and prudently growing their wealth. This sense of diligence is what inspired us to develop a comprehensive wealth management platform that caters to both individuals and businesses.

For clients and prospects who need to share confidential information or large files.

For Wealth Management clients who want to access their account.

MEMBERS OF OUR INVESTMENT ADVISORY

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