wealth management


Coordinated Financial Planning & Investment Advisory


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 will help you 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 (RIA), 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


Glass Jacobson Financial Group is part of an elite group of investment advisors that has successfully completed the independent certification process by the Centre for Fiduciary Excellence. This recognition validates something we already know—we hold to the highest fiduciary standards and always act in the best interest of our wealth management clients. Feel free to check out "The Road to Fiduciary Security" to learn more.


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