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.

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 CERTIFIED

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

Use Trusts to Navigate Complex Inheritance and Tax Issues

July 8, 2019

Trusts are an excellent wealth management tool that can help you legally navigate inheritance and tax issues. Depending on your objectives, you can choose from ...

Special Needs Trust: What It Is and When to Use It

July 3, 2019

A special needs trust should be considered by parents or other caretakers of someone with a physical or mental disability. This financial vehicle offers several ...

Unclaimed Money in the Billions Awaits Rightful Owners

June 18, 2019

Did you know that billions of dollars are sitting unclaimed in accounts in the United States? The proper beneficiaries are not claiming their money - ...