WEALTH MANAGEMENT SERVICES

Coordinated Financial Planning & Investment Advice

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 help position you to 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, 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 engaged CEFEX, Centre for Fiduciary Excellence, to assess whether Glass Jacobson’s business practices and procedures satisfy the standards outlined in the ‘Prudent Practices for Investment Advisors’ publication by Fi360. CEFEX and Fi360 are affiliated companies. CEFEX-certified firms represent the best practices in their industry, which are sustained by annual voluntary audits by independent expert analysts. Glass Jacobson paid an assessment fee to CEFEX for its staff to conduct the certification assessment and recommend improvements to Glass Jacobson’s processes to qualify for CEFEX certification. Glass Jacobson agreed to display on its website the CEFEX mark in exchange for Glass Jacobson paying a discounted assessment fee. Receipt of the CEFEX certification is not indicative of
Glass Jacobson’s future investment performance.

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