wealth management

WEALTH MANAGEMENT SERVICES

Coordinated Financial Planning & Investment Advisory

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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
Investment Advisory

Our time tested wealth management processes leverages the power of academic research to help our clients reach their goals. We provide strategic investment advice to help you build wealth.

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Financial Planning
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
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 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.

HAVE A QUESTION ABOUT OUR WEALTH MANAGEMENT SERVICES?

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blog posts

Recent Blog Posts

Why Your Small Business Should Have a Retirement Plan [Video]

June 22, 2018

Offering a retirement plan provides many different benefits for you and your business. In the next few blog posts, we will take a look at ...

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Divorce Settlements: Which Assets You Should Consider

May 31, 2018

“How did we get to this point?”  “What happened to us?”  “When did it all go so terribly wrong?” Couples facing the heartbreaking decision to ...

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Coordinated Wealth Management: Why It’s Crucial to Financial Success

May 17, 2018

Learn more about our coordinated wealth management services. Many people mistakenly believe that it is important, or even safer, to have multiple financial accounts with ...

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