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Strength, Protection, Reliability, and Clarity

Who We Are

Years of experience have prepared us to guide you through life's transitions.

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What We Do

We create strategies that are tailored to your needs and goals.

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Why We Do It

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Why Clients Choose and Stay With Us

Jacqueline M. Jacobsen leads a Seattle-based wealth and investment advisory practice for a select number of individuals, families, and business owners in the Pacific Northwest 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.

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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.

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.