Glass Jacobson Wealth Advisors

Glass Jacobson Wealth Advisors Glass Jacobson Wealth Advisors helps individuals, families, and businesses to implement a personaliz

We are passionate and we strive to empower our clients to build wealth and protect their assets – whether it's business endeavors, investment choices, or tax strategies, Glass Jacobson Wealth Advisors provides unparalleled guidance with our holistic approach, reflecting our sincere desire to meet all your financial needs. Our seasoned team of professional investment analysts, advisors, and financi

al 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. We serve all of Maryland and Virginia and have clients across the US and worldwide.

As we celebrate the 4th of July, we honor the values of freedom, resilience, and opportunity that shape our nation—and d...
07/04/2025

As we celebrate the 4th of July, we honor the values of freedom, resilience, and opportunity that shape our nation—and drive our commitment to serving you.

From all of us at Glass Jacobson Wealth Advisors, we wish you a safe, joyful Independence Day filled with pride in our shared future. Thank you for trusting us with your financial journey.

March’s decline in consumer confidence raises concerns about the economy. Get the full analysis and stay ahead of market...
03/25/2025

March’s decline in consumer confidence raises concerns about the economy. Get the full analysis and stay ahead of market trends:

https://www.glassjacobson.com/blog/consumer-confidence-tumbles-again-in-march-for-the-4th-consecutive-month/

hashtag hashtag hashtag hashtag hashtag hashtag

Consumer Confidence Tumbles Again in March for the 4th Consecutive Month Kat Garcia March 25, 2025 Personal Finance Leave a Comment Informed investors closely monitor the Conference Board’s Consumer Confidence Index because it serves as a reliable barometer of consumer sentiment and future spendin...

By using smart strategies, you can turn your nest egg into a steady income. Don’t forget to optimize your Social Securit...
03/12/2025

By using smart strategies, you can turn your nest egg into a steady income. Don’t forget to optimize your Social Security, pensions, and withdrawal strategies to minimize taxes and maximize longevity. Learn more about these strategies by clicking the link below ⬇

hashtag hashtag hashtag

Managing that Important Cash Flow in Retirement Glass Jacobson Wealth Advisors March 12, 2025 Personal Finance Leave a Comment Retirement is a significant transition, and managing cash flow effectively is critical to ensuring financial security. Instead of receiving a paycheck from an employer, reti...

Same amazing team, with a brand new office.Effective Monday, March 5, 2025, we are relocating to a new office space only...
02/24/2025

Same amazing team, with a brand new office.

Effective Monday, March 5, 2025, we are relocating to a new office space only 5 minutes away from our previous location.

📍 New address: 10055 Red Run Blvd., Ste 160, Owings Mills, MD 21117

https://maps.app.goo.gl/d57pzB4PeMnVVrXP6

See you there.

We are excited for what the New Year holds and look forward to continuing to work with you in 2025. Here's to new opport...
01/02/2025

We are excited for what the New Year holds and look forward to continuing to work with you in 2025. Here's to new opportunities, growth, and success together!

We’ve MOVED to a new office location! Starting December 2nd, you can find our Wi******er office at:📍 160 Exeter Drive, S...
12/01/2024

We’ve MOVED to a new office location!

Starting December 2nd, you can find our Wi******er office at:
📍 160 Exeter Drive, Suite 200, Wi******er, VA 22603

We’re thrilled for this new chapter and can't wait to welcome you to our new space. Stay tuned for more updates!

As we celebrate Thanksgiving, we want to take a moment to express our sincere gratitude for your continued support.In ob...
11/27/2024

As we celebrate Thanksgiving, we want to take a moment to express our sincere gratitude for your continued support.

In observance of the holiday, our offices will be closed on Thursday, November 28th and Friday, November 29th. We will be back to regular business hours on Monday, December 2nd.

We hope you enjoy this special time with loved ones, and we look forward to serving you again soon!

If you’re planning for retirement or contributing to your retirement accounts in 2025, it’s important to be aware of the...
11/13/2024

If you’re planning for retirement or contributing to your retirement accounts in 2025, it’s important to be aware of these new limits to maximize your retirement savings opportunities.

2025 Retirement Plan and IRA Contribution Limits: Key Changes You Need to Know Glass Jacobson Wealth Advisors November 13, 2024 Personal Finance Leave a Comment The IRS has released Notice 2024-80, announcing the updated contribution and benefit limits for retirement plans and IRAs for the year 2025...

Today, we celebrate yet another year of Independence. Together, let's salute the sacrifices made by our heroes past and ...
07/04/2024

Today, we celebrate yet another year of Independence. Together, let's salute the sacrifices made by our heroes past and present. In commemoration, we pledge never to take their efforts for granted and strive for a better America. Happy 4th of July!

Glass Jacobson offices will be closed today, and tomorrow. Business resumes on Monday.

Buckle in for a longer episode with two special guests! Our host, Randy, along with our advisors Zubair and Joseph will ...
06/20/2024

Buckle in for a longer episode with two special guests! Our host, Randy, along with our advisors Zubair and Joseph will be talking about some of the investment and economic factors that could determine the near term, future and direction of the equity markets.

Join Randy Beeman and guests from GJW Advisors for an informative webinar, “Common Cents About Your Money: Mid-Year Update.” This engaging session is designed to provide you with essential insights and strategies to navigate the current financial landscape. Whether you’re looking to optimize y...

The purpose of this article is not to comment either positively or negatively on the actions taken by the government dur...
06/14/2024

The purpose of this article is not to comment either positively or negatively on the actions taken by the government during the COVID-19 pandemic, but instead to discuss several of the still lingering affects these actions have had on the U.S. economy and its citizens.

The purpose of this article is not to comment either positively or negatively on the actions taken by the government during the Covid-19 pandemic, but instead to discuss several of the still lingering affects these actions have had on the U.S. economy and its citizens.

Join Randy Beeman and guests from Glass Jacobson Wealth Advisors for an informative webinar, “Common Cents About Your Mo...
05/16/2024

Join Randy Beeman and guests from Glass Jacobson Wealth Advisors for an informative webinar, “Common Cents About Your Money: Mid-Year Update.” This engaging session is designed to provide you with essential insights and strategies to navigate the current financial landscape.

Register now at:

Join Randy Beeman and guests from GJW Advisors for an informative webinar, “Common Cents About Your Money: Mid-Year Update.” This engaging session is designed to provide you with essential insights and strategies to navigate the current financial landscape. Whether you’re looking to optimize y...

Address

10055 Mill Run Circle, Suite 160
Owings Mills, MD
21117

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Alerts

Be the first to know and let us send you an email when Glass Jacobson Wealth Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share