Glass Jacobson has played a proactive role in creating financial success for businesses and individuals since 1962. Unlike other full service accounting firms, Glass Jacobson offers a sophisticated investment approach to help our clients optimize the wealth generated with the assistance of our tax and accounting services. As your outsourced CFO, business advisor and wealth strategist, we look beyond the numbers to the very heart of your business, helping you increase your assets and protect what you’ve earned.
Through the confluence of tax, accounting and wealth management services, entrepreneurial strategizing and innovative investment platforms, Glass Jacobson’s approach to optimizing your financial success is unique and powerful. Our multi-disciplined advisors leverage years of experience and high-level business acumen to reduce the complexities of a vast array of financial solutions. In our role as wealth management advisors, we guide you in building and preserving assets for your lifetime and beyond. As your on-call CFO and business partner, we leverage our consolidated services to help you develop efficient, integrated plans designed to grow your business, reduce your tax exposure, and increase and protect your wealth. And because the partners of the firm are directly involved in client matters, we are able to be proactive and comprehensive in helping you identify and overcome challenges in order to advance your financial goals.