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.
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.