wealth management

FINANCIAL ADVISOR SERVICES

Is your financial advisor CEFEX certified?





cefex wealth management

CEFEX CERTIFIED ADVISOR

Glass Jacobson engaged CEFEX, Centre for Fiduciary Excellence, to assess whether Glass
Jacobson’s business practices and procedures satisfy the standards outlined in the ‘Prudent
Practices for Investment Advisors’ publication by Fi360. CEFEX and Fi360 are affiliated
companies. CEFEX-certified firms represent the best practices in their industry, which are
sustained by annual voluntary audits by independent expert analysts. Glass Jacobson paid an
assessment fee to CEFEX for its staff to conduct the certification assessment and recommend
improvements to Glass Jacobson’s processes to qualify for CEFEX certification. Glass
Jacobson agreed to display on its website the CEFEX mark in exchange for Glass Jacobson
paying a discounted assessment fee. Receipt of the CEFEX certification is not indicative of
Glass Jacobson’s future investment performance.






Investment Advisory

Our time tested wealth management processes leverages the power of academic research to help our clients reach their goals. Our financial advisors provide strategic investment advice to help our clients build wealth.


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Financial Planning

Financial planning can be intimidating in its complexity. But it doesn’t have to be! Our financial planners provide holistic wealth planning that simplifies the process and helps you get on track to reach their goals.


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Insurance Services

We use our broad expertise in financial planning to look at our client’s insurance needs in the context of a complete financial portrait. Ultimately, our goal is to minimize spread out financial risk.


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Insurance Services

We are committed advocates for those charged with the investment and administrative duties in 401k plans. Let us help you make sense of your company’s retirement plan.


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