The Jacobus Wealth Management Group brings a proud heritage of financial experience to a diverse and accomplished clientele in New York, New Jersey, Florida and 24 other states.

“We’re a family that treats clients like family,” explains Jake Jacobus. “We now serve third, fourth and even fifth generations including active and retired corporate executives, attorneys, CPAs, business owners and individuals. It takes more effort to cultivate strong relationships, but appreciating a client’s situation and motivation is critical to providing superior financial-life management to them and their families. At the heart of our philosophy is a desire to bring clients the knowledge and resources they need for college planning, liquidity events, and retirement.”

Through a disciplined five-step process, Wayne, Jake and Scott Jacobus provide clients with a standard of care that’s designed to exceed expectations. Looking beyond investments, the team analyzes individual and family implications for the near and long term, asking questions and listening closely to what clients say and don’t say. The team helps clients establish and define their goals – then gathers and assesses data to evaluate clients’ current financial status. Recommendations are aligned with clients’ objectives and reviewed for future life changes. Wealth management strategies may include suggestions for investment and retirement planning, liability management, even budgeting and spending. In short, we help simplify complicated financial lives.

Using Merrill research and investment models, as well as selected money managers, the team takes a global perspective in actively managing client portfolios. To help mitigate risk, and often to provide income, each portfolio may be diversified across asset classes, sectors and borders.

“We’re genuinely interested in clients’ lives and legacies – and enhancing the quality of both. This is our family’s life work - whether we’re helping clients explore their dreams and reasons for investing, or being a source of strength during difficult times,” adds Wayne.


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