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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


Investment Management

  • 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
  • Commodities

Click here to learn more about Jacobi Capital Management, LLC.