Jacobi Wealth Advisors
Jacobi Wealth Advisors provides investment advice and customized financial planning to a select group of families, business owners, and corporations. The firm's primary areas of expertise include individual and corporate retirement planning, insurance planning, estate planning and business succession planning. The firm is headquartered in Wilkes-Barre, and recently opened new offices in Berwyn and Tunkhannock. Jacobi Capital Management, LLC, a Registered Investment Adviser, is the exclusive provider of investment management services to clients of Jacobi Wealth Advisors. The Golden Rule essentially says one should treat others as one would like to be treated. At Jacobi Wealth Advisors, this is the foundation of our business. We deliver our clients the same advice and investments which we deliver to ourselves and our own families. Our mission is to help our clients achieve and maintain a better financial future by following The Jacobi Method??.
- 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