The Jacobs Group understands that your businesss and your life are intertwined - your business is, most likely, the single biggest investment of your life.
Knowing this significance, we are dedicated to bringing together the global resources of Morgan Stanley Smith Barney to assist you in the growth and success of your business, as well as your personal finances. Our access to sophisticated resources and exclusive, tailored investment opportunities may help you manage and preserve your wealth to meet your financial objectives.
With our combined 90+ years of experience, we focus on meeting the needs of high-net-worth individuals, their families and businesses.
By taking a consultative, multi-generational approach, many of our clients have come to regard us as their primary advisors. Our foremost goal is for you and your family to enjoy wealth without worry.
As a business owner, are you satisfied with your 401(k) plan? Are you interested in a more cost-effective plan? We work with business owners to create and implement qualified retirement plans.
Get to know our team better. Read our Team Brochure. Just click on the Newsletters & Brochures link on the left-hand side to access it. We hope you will enjoy getting to know us better.
The Free Forever IRASM
Add, transfer and/or roll over $50,000 or more to a Morgan Stanley Smith Barney IRA and we will waive your annual maintenance fee for the life of the account. Other product fees and charges apply (e.g., commissions).
Act now – this offer is only available until May 31, 2012.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
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