Published by Daniel Morrison, Wealth Advisor When you hear the words “budget” or “portfolio review,” do you get excited or do you bury your head in the sand? When it comes to money, we all have different personality types. If you’re like the 4 out of 10 Americans who admit that they prefer not to even think about money, (1) you probably have a tendency to avoid your accounts altogether and just hope for the best. Read more
Advice in Common Language
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Jacob William Advisory, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Jacob William Advisory we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Our team employs a tactical risk-managed investment philosophy when it comes to managing your investments. Learn More
Our comprehensive Wealth Management Team will work with you to create your plan -not just a plan-a strategy that fulfills your plan. Learn more
Your financial Advisor and our entire team of Insurance Specialists work to identify risk exposure to minimize potential damage from an unexpected life occurrence. Learn more
Estate planning begins with coordinating properly executed legal documents such as wills, trusts, beneficiary designations and asset titling. Learn more
We have an established network of tax professionals we can refer you to, but at Jacob William Advisory, we are just as comfortable working with your existing tax professionals. Learn more
Personalized Wealth Management
Jacob William Advisory’s mission is to empower our clients toward pursuing their financial objectives through the principles of proactive communication, education and disciplined processes and service. We are a wealth management firm focused on leading our clients toward their definition of True Wealth. Located in Timonium, Maryland, having a local and national presence, our team provides the highest level of service for affluent families, business owners, executives, and institutions.
Is your wealth plan updated and coordinated with all aspects of your life? Is it accessible; are your most important documents organized and within easy reach when needed? Allow us to develop and provide your wealth portal designed to meet your every need.
Allow our “True Wealth” planning process help establish, build and solidify your path. Through a process of learning and understanding your current economic status, risk tolerance, and aspirations, we will be able to coordinate all aspects of our management services in developing your financial path, helping to ensure a life you choose.
Contact one of our financial advisors for more information or to request a complimentary consultation.
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Headquartered in Timonium, Maryland, Jacob William Advisory has support across the country. Contact us today to speak with a financial advisor or financial professional nearest you.
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