WEALTH MANAGEMENT SERVICES
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.
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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Recent Blog Posts
Glass Jacobson Renews CEFEX CertificationApril 12, 2019
Glass Jacobson has renewed its investment advisor certification with the Centre for Fiduciary Excellence, CEFEX, for another year. An Fi360 company, CEFEX certifies investment advisory ...Read More
Investing in Qualified Opportunity Zones (QOZ) Can Reduce Capital Gains TaxesMarch 16, 2019
In 2017, Congress established the Qualified Opportunity Zone (QOZ) program as part of the Tax Cuts and Jobs Act. The purpose of the new program ...Read More
2018 Year-End Market Update [December 31, 2018]December 31, 2018
This past December has delivered an emotional news cycle where financial and political events collided to create one of the worst performing stock markets for ...Read More