ADVISORY SERVICES

Investing without a financial plan is like taking a hike without a map.
Our advisors will work with you to understand your financial goals
and create a holistic wealth management strategy.
Speak With An Advisor
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Our comprehensive wealth management approach combines investment management with financial planning to create a customized strategy for each of our clients. Our experienced team of investment analysts, tax advisors, and financial planners partner with you to create globally diversified, low-cost investment solutions that align with your goals.
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Our comprehensive wealth management approach combines investment management with financial planning to create a customized strategy for each of our clients. Our experienced team of investment analysts, tax advisors, and financial planners partner with you to create globally diversified, low-cost investment solutions that align with your goals.

A Time-Tested Approach to Investment Management


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Research Driven Investment Options

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At Glass Jacobson we do not try to predict the future. Relying on decades of research, we construct broadly diversified portfolios of stocks, bonds, and real estate to deliver enhanced risk-adjusted returns over the long term.
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Strategies To Help You Sleep At Night

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When creating your investment portfolio, our primary considerations include your time horizon, financial needs, and risk tolerance. We don’t chase the next flashy idea that everyone is talking about. Instead, we manage your portfolio with the goal of optimizing success without unnecessary risk, giving you piece of mind.
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Tax Efficient Investment Strategies

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Taxes can significantly reduce investment returns. With a mind to your overall planning, we build income tax management into your portfolio for the purpose of increasing after tax returns. Proactive tax planning helps to minimize tax liabilities now and in future years.
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IS YOUR PORTFOLIO DESIGNED
TO REACH YOUR GOALS?

Schedule Your Portfolio Review
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SERIES OF VIDEOS THAT INTRODUCE YOU TO
THE PRINCIPLES OF INVESTING.

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A Holistic Approach to Financial Planning


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Manage The Now, Empower The Future

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Whether you are working, retired, or planning a legacy, we prioritize your goals and concerns to build a strategy for the future.
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Plan For Life’s Big Moments

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Life is full of big moments, like purchasing a new home, planning a wedding, or preparing for retirement. Our expert advisors help plan for events like these to take the guess work out of your finances.
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See the Forest and the Trees

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Stay informed and track the progress of your customized strategy using your personalized digital dashboard. See how different decisions impact your strategy and work with your advisor to adjust planning.

SEE HOW GLASS JACOBSON CAN HELP BRING
YOUR FUTURE INTO FOCUS.

Speak With An Advisor

Let's Talk


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advisors will follow up with you!

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