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WEALTH MANAGEMENT
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
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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
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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.
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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.
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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.
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CEFEX Certified Firm
The Center for Fiduciary Excellence is an independent organization dedicated
to improving fiduciary conduct in the financial services industry. CEFEX
certified firms demonstrate "client first" outcome to attain certification. This
certification represents the firm's commitment to adhere to a global fiduciary
standard.
to improving fiduciary conduct in the financial services industry. CEFEX
certified firms demonstrate "client first" outcome to attain certification. This
certification represents the firm's commitment to adhere to a global fiduciary
standard.
With a CEFEX certified firm you can expect:
A higher degree of transparency
Provide advice that is in your "best interest"
Advice designed to meet your needs
Annual audit to retain certification
Glass Jacobson Investment Advisors, LLC received its CEFEX certification for the 12 months following 12/27/2020. The company pays Fi360, Inc., for the CEFEX certification process. For more information visit http://www.cefex.org
Let's Talk
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advisors will follow up with you!
advisors will follow up with you!
