We are excited to now be a part of Mercer Advisors.
The powerful combination of Glass Jacobson Wealth Advisors and Mercer Advisors will help enhance your overall client experience and add new tools and services to an already robust offering. Learn more about Mercer Advisors here.
Questions? Contact us here.
Large Firm Expertise with Small Firm Care
Glass Jacobson is large enough to offer a broad range of financial expertise. Our team of CPAs, investment analysts, and financial planners work to bring the highest standard of care to each client relationship. Our priority is building long-term relationships with our clients, so you can expect personal attention and care from your advisor. Many of our clients have been with us for 20 or 30 years – something we’re very proud of.
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Holistic Approach to Wealth Management
Our comprehensive wealth management approach combines investment management with financial planning to create a customized strategy for each of our clients. Our experienced team of investment analysts, tax advisors, and financial planners will partner with you to create your personalized wealth strategy.
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