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
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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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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
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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.
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