WEALTH MANAGEMENT

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Beyond the Numbers

At Glass Jacobson, we know that financial goals are so much more than numbers. Your goals are intensely personal. That’s why we offer personalized solutions as unique as your goals. Our mission is to help you confidently navigate the financial landscape and life's changing circumstances.

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Beyond the Numbers

At Glass Jacobson, we know that financial goals are so much more than numbers. Your goals are intensely personal. That’s why we offer personalized solutions as unique as your goals. Our mission is to help you confidently navigate the financial landscape and life's changing circumstances.

Comprehensive Wealth Management Solutions


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Dedicated Advisor Services

Partner with our Investment Advisors and Certified Financial Planners to create a comprehensive, customized wealth management strategy.

Customized investment portfolios
Tax-advantaged investment strategies
Comprehensive financial planning
Social Security optimization planning
Legacy & estate planning
Relationships starting at $100,000
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Digital & Hybrid Solutions

Our Automated Investment Program (AIP) will manage your investment portfolio while our team of Investment Advisors and Certified Financial Planners keep you on track to meet life’s goals.

Automated trading and portfolio rebalancing
Access to a suite of financial planning tools
Fully digital or advisor guided planning advice
Social Security optimization planning
Multiple service plan options
Get started with as little as $5,000
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Targeted Advisory Solutions


In addition to our comprehensive wealth management solutions, we offer
targeted solutions to help address your needs and reach your personal goals.
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Financial Planning

Our holistic approach empowers clients with an understandable, customized plan. Much like a road map, the plan serves as a guide to reach your goals.
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Insurance Solutions

We use our broad expertise in wealth management and business planning to assess your insurance needs in the context of your complete financial portrait.
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Divorce Advisory

Our advisors provide advice related to the equitable division of marital assets, income, and debt as well as creating a plan for your new financial future.
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Financial Planning & Investment

ADVICE.

As a full-service wealth management firm, Glass Jacobson provides thoughtful guidance for your financial
life. Our team of seasoned advisors can help you plan for life's many questions.
How do I plan for retirement and make sure I have enough income?
Can I afford the purchase of a vacation home?
How much should I save for my child's college education?
How do I plan for retirement and make sure I have enough income?
These are some of the tough questions we can help you evaluate and get answers.
Schedule Consultation
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Financial Planning & Investment

ADVICE.

As a full-service wealth management firm, Glass Jacobson provides thoughtful guidance for your financial
life. Our team of seasoned advisors can help you plan for life's many questions.
How do I plan for retirement and make sure I have enough income?
Can I afford the purchase of a vacation home?
How much should I save for my child's college education?
How do I plan for retirement and make sure I have enough income?
These are some of the tough questions we can help you evaluate and get answers.
Schedule Consultation

CEFEX Certified Firm


The Center for Fiduciary Excellence is an independent organization dedicated
to improving fiduciary conduct in the financial services industry. CEFEX
certified firms demonstrate "client first" outcome to attain certification. This
certification represents the firm's commitment to adhere to a global fiduciary
standard.
With a CEFEX certified firm you can expect:
A higher degree of transparency
Provide advice that is in your "best interest"
Advice designed to meet your needs
Annual audit to retain certification

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Glass Jacobson Investment Advisors, LLC received its CEFEX certification for the 12 months following 12/27/2020. The company pays Fi360, Inc., for the CEFEX certification process. For more information visit http://www.cefex.org

Let's Talk


Send us a message and one of our wealth management
advisors will follow up with you!

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