Glass Jacobson Wealth Advisors is a full-service wealth management firm offering strategic financial consulting and personalized advisory services to individuals and businesses. They stand out by combining large-firm expertise with small-firm care, featuring a dedicated team of CPAs, investment analysts, and financial planners committed to building lasting client relationships.
Their holistic approach integrates investment management with comprehensive financial planning to create customized strategies tailored to each client’s unique goals. With many client relationships spanning 20 to 30 years, the firm prioritizes long-term partnerships and provides thoughtful guidance on complex financial questions, from retirement planning and education funding to major life decisions.
Services Offered
- Financial Planning
- Wealth Management
- 401k Services
- Retirement Plan Services
- Investment Management
- Tax Preparation
- Financial Audit
- Divorce Advisory
- Insurance Services
- Personal Advisory Services
- Strategic Tax Planning
The firm serves clients primarily in Maryland and the Washington, DC area, with offices in Owings Mills and Rockville. Their advisors are equipped to assist individuals, families, and businesses in building and preserving wealth through disciplined, relationship-focused advisory services.
