Helping You Achieve Financial Peace of Mind

Scott Jacobs is a financial services advocate with 30 years of experience. He has held prestigious roles at major firms like UBS, Prudential, and Wells Fargo, dating back to his time at PaineWebber in 1994. Known for his down-to-earth approach, Scott simplifies financial education for his clients, emphasizing long-term investing strategies. He is dedicated to empowering LGBTQ families, technology professionals, small business owners, and other vulnerable communities.

With his seasoned expertise and genuine care for clients' financial well-being, Scott aims to help people achieve peace of mind through trusted financial advising services including:

  • Tax Planning & Preparation

  • Property & Casualty Insurance Review

  • NextGen Planning

  • And Many More!