Wealth Management Services
Comprehensive Wealth Management Solutions
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
Learn More
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
Learn More
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.
targeted solutions to help address your needs and reach your personal goals.
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.
Learn More
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.
Learn More
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.
Learn More
Retirement Plan Services
Retirement plans play a big role in a company’s long-term success. Our advisors work with plan sponsors to help them choose the right plan.
3(21) and 3(38) advisory Services
Plan Design Consulting
Liability Management & Fiduciary Oversight
Investment Policy Design
Participant Education
Learn More
Partnered Accounting Services
In 2022, Glass Jacobson Financial Group merged with YHB CPAs and Consultants. With our new and growing relationship with YHB, we garner the substantial resources of a major tax and accounting firm while striving to find the best financial outcomes of our clients.
Learn More
