Jacobi Capital Management
Jacobi Capital Management provides independent investment advice and proprietary investment management services to individuals (including high net worth individuals), partnerships, corporations, non-profit organizations, pensions and retirement plans, trusts, and estates. Our mission is to help you achieve and maintain a better financial future by following The Jacobi Method™. First, we help you to envision your financial goals and imagine yourself at the finish line. Then, we help you think backwards through a maze of problems, mistakes and pitfalls which might prevent you from reaching that finish line. After this inverted perspective comes into focus, we like to say, "Now, you're ready to begin."?
As a Registered Investment Adviser, we always act as a fiduciary with the golden rule encompassing the philosophy and foundation of our business. We actively seek to deliver you the same advice, investment management and education that we deliver to ourselves and our own families. Within our investment management business, we employ a multi-disciplinary approach rooted in behavioral economics, psychology, finance, engineering and sociology. And we can provide you with customized financial planning and solutions within the areas of retirement planning, estate planning and business succession.
- Provides investment advice, customized financial planning, retirement planning, insurance planning and estate planning
- Clients include families, individuals, businesses and corporations
- Office locations throughout Pennsylvania in Wilkes-Barre, Berwyn and Tunkhannock
- Jacobi Capital Management, LLC, a Registered Investment Adviser, is our exclusive provider of investment management
- Our Mission: To help clients achieve and maintain a better financial future by following The Jacobi Method