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Wealth Management

Unified Wealth & Accounting

In October of 2022, YHB formed a partnership with Glass Jacobson Wealth Advisors to provide financial planning and wealth management solutions to our clients. This partnership gives our clients access to premier financial solutions from a team of experienced professionals who share the same values as YHB.

YHB’s and Glass Jacobson Wealth Advisors’ relationship goes beyond typical accounting and wealth management referrals. Our teams are integrated into each other’s offices, communication tools, and culture. This means we share offices and experts to create a seamless client experience. We are one team of professionals focused on helping you build lasting wealth.  

Manage the Now, Empower the Future

The founders of Glass Jacobson Wealth have played a proactive role in building wealth for businesses and individuals since 1962. As a full-service wealth management firm, it’s our priority to guide you as you navigate your financial life. Glass Jacobson Wealth Advisors helps individuals, families, and businesses implement a personalized strategy, finding the best path to achieve your financial goals.

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Our seasoned team of professional investment analysts, advisors, and financial planners have extensive expertise and are passionate in optimizing your financial future. Our approach combines investment management with financial planning to chart a course that’s personal to you, your services, and your goals. The result is a cohesive approach to your finances and your future.

Wealth Management Solutions

We know that financial goals are so much more than numbers. Your goals are intensely personal. That’s why we offer personalized solutions as unique as your goals. Our mission is to help you confidently navigate the financial landscape and life’s changing circumstances.

Dedicated Advisor Services

Partner with our Investment Advisors and Certified Financial Planners to create a comprehensive, customized wealth management strategy.

  • Customized Investment portfolios
  • Tax-advantaged Investment Strategies
  • Comprehensive Financial Planning
  • Social Security Optimization Planning
  • Legacy & Estate Planning

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Retirement Plan Services

Retirement plans play a big role in a company’s long-term success. Our advisors work with plan sponsors to help them choose the right plan.

  • 3(21) and 3(38) Advisory Services
  • Plan Design Consulting
  • Liability Management & Fiduciary Oversight
  • Investment Policy Design
  • Participant Education


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Financial Planning

Our holistic approach empowers clients with an understandable and customized plan. Much like a road map, the plan serves as a guide to reach your goals.

  • Investment Portfolio Design
  • Estate Planning
  • Cash Flow & Budget Analysis
  • Education Savings Plan
  • Insurance Policy Evaluations


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News & Insights that Matter

Holistic Approach to Wealth Management

Our comprehensive wealth management approach combines investment management with financial planning to create a customized strategy for each of our clients. Our experienced team of investment analysts, tax advisors, and financial planners will partner with you to create your personalized wealth strategy.

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