The Jacobs Team is comprised of five wealth management professionals with more than 46 years of combined experience serving the needs of affluent individuals and families. Our approach is based on mutually beneficial, long-term relationships that extend beyond business and individual market transactions, span economic cycles and bridge generations of investors. 

We serve a select group of clients comprised of leading entrepreneurs, venture capitalists, senior executives and wealthy families. Our client base is limited to deliver the attention and service significant wealth warrants.

Our commitment is to provide exclusive access, customized services and solutions and quantifiable results to each client through the knowledge of experienced, highly trained advisors. We emphasize strategic planning and utilization of a truly open-architecture platform. The elements that differentiate our team are an intense focus on clients’ needs and goals, innovative strategies and access to the vast resources of Merrill Lynch, a global leader in financial services.

            TEAM EMPHASIS

• Wealth Management Process
• Wealth Transfer Services
• Strategic Planning   
• Concentrated Stock Strategies
• Capital and Finance Needs
• Alternative Investments