Why Clients Choose and Stay With Us
Jacqueline M. Jacobsen leads a North Carolina-based wealth and investment advisory practice for a select number of individuals, families, and business owners in North Carolina and around the country.
Our mission is to serve as a trusted advisor to our clients by assisting in the creation of long-term strategies to meet the needs of their ever-changing financial lives.
Our Commitment
Our clients are the foundation of our practice. As such, we are committed to making a meaningful difference in their lives by guiding them to make well-informed financial decisions, helping them to attain their goals and striving to transcend their expectations.
Our dedication to this commitment encompasses providing a high level of client service, both proactively and responsively. Equally important is our attentiveness to anticipating changes and challenges in our clients’ lives and to helping them be prepared to meet those circumstances as they arise. We endeavor to earn our clients’ trust, thereby building long-lasting relationships with them and their families.