wealth management

WEALTH MANAGEMENT SERVICES

Coordinated Financial Planning & Investment Advice




 

Planning, organization, knowledge, foresight, perseverance, and skill. These are some of the characteristics needed to manage one’s financial well-being. However, many of us end up throwing all of our legal documents, insurance policies, investments and tax returns into a financial junk drawer, losing sight of how to reach our goals. Good wealth management requires significant coordination between all of these elements. The Glass Jacobson team of seasoned, dedicated financial advisors and planners help position you to achieve the financial goals that are most important to you. 



Investment Advisory

Our time tested wealth management processes leverages the power of academic research to help our clients reach their goals. As a Registered Investment Advisor, we provide strategic investment advice to help you build wealth.


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Financial Planning

Financial planning can be intimidating in its complexity. Yet, it doesn’t have to be. We provide holistic wealth planning that simplifies the process and helps you get on track to reach your goals


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Insurance Services

We use our broad expertise in wealth management and business planning to look at your insurance needs in the context of a complete financial portrait.


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cefex wealth management

CEFEX CERTIFIED

Glass Jacobson Investment Advisors, LLC received its CEFEX certification, based on the assessment which took place between September and December of 2020; for 12 months following 12/27/2020. The company pays Fi360, Inc., for the CEFEX certification process.  For more information visit http://www.cefex.org.


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