The Jacobs, Corbin, Bressler Group
As Wealth Advisors, we strive to be essential partners to our clients as we take an active approach in managing their financial lives.
With a high level of personal service, we focus on helping clients achieve their goals through a process involving asset preservation and growth, retirement planning, and wealth transfer.
Our team works with high-net-worth individuals, multi-generational families and business owners alike and have been entrusted with $1.5 billion of client assets. (6/2024)
Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
CFP®, CPFA™, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
