Capabilities

Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.

• Health: Managing healthcare expenses, now and in the future
• Home: Upsizing, downsizing, remodeling or buying a vacation home
• Family: Taking care of your family and other people in your life
• Leisure: Spending your free time in meaningful ways
• Giving: Volunteering, mentoring others and giving to charities
• Work: Working in retirement, selling or starting a business
• Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.

Welcome To The Jacobus Wealth Management Group

The Jacobus Wealth Management Group brings a proud heritage of financial experience to a diverse and accomplished clientele in New York, New Jersey, Florida and 24 other states.

“We’re a family that treats clients like family,” explains Jake Jacobus. “We now serve third, fourth and even fifth generations including active and retired corporate executives, attorneys, CPAs, business owners and individuals. It takes more effort to cultivate strong relationships, but appreciating a client’s situation and motivation is critical to providing superior financial-life management to them and their families. At the heart of our philosophy is a desire to bring clients the knowledge and resources they need for college planning, liquidity events, and retirement.”

Through a disciplined five-step process, Wayne, Jake and Scott Jacobus provide clients with a standard of care that’s designed to exceed expectations. Looking beyond investments, the team analyzes individual and family implications for the near and long term, asking questions and listening closely to what clients say and don’t say. The team helps clients establish and define their goals – then gathers and assesses data to evaluate clients’ current financial status. Recommendations are aligned with clients’ objectives and reviewed for future life changes. Wealth management strategies may include suggestions for investment and retirement planning, liability management, even budgeting and spending. In short, we help simplify complicated financial lives.

Using Merrill research and investment models, as well as selected money managers, the team takes a global perspective in actively managing client portfolios. To help mitigate risk, and often to provide income, each portfolio may be diversified across asset classes, sectors and borders.

“We’re genuinely interested in clients’ lives and legacies – and enhancing the quality of both. This is our family’s life work - whether we’re helping clients explore their dreams and reasons for investing, or being a source of strength during difficult times,” adds Wayne.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.