ADVISORY SERVICES
Investing without a financial plan is like taking a hike without a map.
Our advisors will work with you to understand your financial goals
and create a holistic wealth management strategy.
Our advisors will work with you to understand your financial goals
and create a holistic wealth management strategy.
Speak With An Advisor
A Time-Tested Approach to Investment Management
Research Driven Investment Options
At Glass Jacobson we do not try to predict the future. Relying on decades of research, we construct broadly diversified portfolios of stocks, bonds, and real estate to deliver enhanced risk-adjusted returns over the long term.
Strategies To Help You Sleep At Night
When creating your investment portfolio, our primary considerations include your time horizon, financial needs, and risk tolerance. We don’t chase the next flashy idea that everyone is talking about. Instead, we manage your portfolio with the goal of optimizing success without unnecessary risk, and giving you piece of mind.
Tax Efficient Investment Strategies
Taxes can significantly reduce investment returns. With a mind to your overall planning, we build income tax management into your portfolio for the purpose of increasing after tax returns. Proactive tax planning helps to minimize tax liabilities now and in future years.
A Holistic Approach to Financial Planning
Manage The Now, Empower The Future
Whether you are working, retired, or planning a legacy, we prioritize your goals and concerns to build a strategy for the future.
Plan For Life’s Big Moments
Life is full of big moments, like purchasing a new home, planning a wedding, or preparing for retirement. Our experienced advisors and CERTIFIED FINANCIAL PLANNER® professionals help plan for events like these to take the guess work out of your finances.
See the Forest and the Trees
Stay informed and track the progress of your customized strategy using your personalized digital dashboard. See how different decisions impact your strategy and work with your advisor to adjust planning.
SEE HOW GLASS JACOBSON CAN HELP BRING
YOUR FUTURE INTO FOCUS.
Speak With An Advisor
Let's Talk
Send us a message and one of our wealth management
advisors will follow up with you!
advisors will follow up with you!
