217 Bumps Creek Road
Our Vision is Client Centered
You are distinctly different from the next investor. Our relationship will be a life-planning collaboration. One that responds and changes as the events in your life change. With the proper perspective and management, we envision helping our clients realize that vision for their future. We adapt wealth management strategies to guide them through the stages of wealth: growing, preserving and transferring.
It’s our commitment to your future.
Years of experience have prepared us to guide you through life's transitions.
We create strategies that are tailored to your needs and goals.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
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 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.
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