How We Help Clients
At Jacobi Wealth Advisors, we have an experienced team of professionals collectively focused on providing you advice and service in the following areas:
Customized Financial Planning
- Non-qualified investment accounts
- Individual retirement accounts
- Traditional IRA, Roth IRA, Simple IRA, etc.
- Corporate retirement plans
- Profit sharing plans, 401(k) plans, 403(b) plans, etc.
- Proprietary investment strategies
- Common stock portfolios
- Index-based ETF growth strategies
- Momentum-based growth strategies
- Expectations-based growth strategies
- Alternative-income strategies
- Fixed income investments
- Corporate bonds
- Real Estate Investment Trusts (REITs)
- Government securities
- Money market instruments
- Foreign investments
Click here to learn more about Jacobi Capital Management, LLC.