What We Do And How We Can Help

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

By Jacob William Advisory

Money is about more than the balance in your accounts, it’s about a balanced life. True wealth involves all that money can’t buy and death can’t take away and therefore requires more than financial planning. The path to true wealth calls for a comprehensive approach with as much imagination as innovation – creativity paired with careful calculation.

At Jacob William Advisory, we are wholly dedicated to helping you reach a higher purpose for your finances and design a lasting legacy for your family. We are an independent wealth management firm that combines deep industry knowledge, a vast network of specialized service, proven investment strategies, and a passion for serving you so you can live your life by design, not by default. We formed our firm on the core value of “Do to others as you would have them do to you.”

What We Do

We offer comprehensive wealth management services designed to manage and coordinate the many complex financial matters successful people face, including portfolio management, financial planning, risk management, estate planning, and tax planning. Our goal is to take care of your wealth so you can focus on what truly matters to you.

Through our “Wealth Designed, Life Defined” process, we uncover your goals and needs and implement a customized strategy to help you achieve your version of True Wealth. No matter what services our clients come to us for, they will walk away from our meetings completely understanding what’s happening with their money at every stage of their financial journey.

Who We Serve

While we serve a diverse range of clients, the vast majority are pre-retirees, professionals, and educators. They may vary in age and vocation, but they share a commonality: they are all everyday people and families who have worked hard for their wealth and have decided to take control of their financial future.

Our clients put a lot of trust in us, and we don’t take this responsibility lightly. We believe our clients deserve honest and straightforward advice and service. Our decisions are based on knowing exactly what our clients seek to accomplish, and their needs always come first.

What Makes Jacob William Advisory Different?

We’re proud to work so closely with our clients and build long-lasting relationships. We believe there are a number of reasons why our clients choose to work for us. For one, they trust us. We act in their best interests and they know it, which allows them to rely on us to shoulder some of their financial burdens. Secondly, we provide a sense of peace. Lack of financial planning can cause plenty of anxiety, but we strive to instill confidence through a stable and thorough plan for the future.

Beyond providing comprehensive wealth management services, our mission is to help our clients live the life they desire. We carry out our mission by implementing an effective game plan, giving advice in common and clear language, and making your life easier. We do all this with a commitment to fair, transparent fees.

Take The Next Step

Do you seek a financial advisor you can trust to be honest and objective? Are you tired of leaving your financial advisor confused about your money? Experience the difference a relationship with Jacob William Advisory can make for you and your family. Reach out to us for a complimentary “get to know each other” meeting. Call 410-821-6724 or email nclyde@jacobwilliam.com. You can also take our Risk Tolerance Questionnaire here.

About Jacob William Advisory

Jacob William Advisory’s mission is to empower their clients toward pursuing their financial objectives through the principles of proactive communication, education and disciplined processes and service. They are a wealth management firm focused on leading their clients toward their definition of True Wealth. Located in Timonium, Maryland, and having a local and national presence, their team provides the highest level of service for affluent families, business owners, executives, and institutions.

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Charitable Giving Strategies in a High-Income Year

Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner  The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …

Let’s Talk About Midterm Elections and Your Investments

This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

3 Nontraditional Ways to Give That Still Qualify for a Tax Deduction

Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …

Considering Tax Loss Harvesting? What You Need to Know First

Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.
1 2 3 115 116 117

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation