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Jacobus Wealth Management Inc.
       
 
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Jacobus Wealth Management Inc.
 
 
Overview: 

Jacobus Wealth Management offers comprehensive family office and wealth management services that are customized to each client and family. We provide hands on involvement and seasoned judgment in eight areas:

Investments - Wealth Management
Allocating assets, controlling costs, finding professional managers, objectively reporting on the results of the selected managers and offering investment advice for current and future generations.

Business Consulting
Advice on many aspects of operating, transferring or selling businesses.

Family Education and Consultative Services
Counseling family members to better understand and implement the financial responsibilities associated with personal and family wealth. Assist family members in the solution of complex emotional family issues.

Charitable and Family Gifting
Explore gifting strategies and provide operational support for managing and administering a family foundation trust or similar entity.

Tax Planning
Tax analysis, administration and advice for extended family members and their various business or family entities.

Records and Administration
Staff support, record keeping, bill paying, check writing, family administration and many highly customized and confidential arrangements.

Estate Planning
Develop and implement plans and strategies in concert with other trusted advisers to maximize asset growth, protection and wealth transfer, while minimizing taxation at all levels.

Strategic Consulting
Solve difficult and often complex financial, investment and family oriented matters.

Our Mission

To help our families achieve financial goals and personal well being through a disciplined, customized approach to intergenerational issues.

The Family Office
Your accumulated wealth defines success but does not alone measure your life's goals.  Your objective is to manage your wealth strategically, working in harmony with what matters most to you: family, vocation, leisure pursuits and philanthropy.

The JWM Approach
We will provide you with seasoned, independent advice and industry knowledge to support disciplined financial management. Our principals offer sound judgment in understanding investment, tax, regulatory and legislative issues.  We provide objective advice to plan and solve your business and family challenges.  


 
 
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