The Jacobi Capital Team
Wilkes Barre Team
History of Jacobi Capital Management
Registered as an Investment Advisor with the Securities and Exchange Commission (SEC), Jacobi Capital Management holds itself to the highest fiduciary standard, placing client’s best interests first. We believe every client deserves an advisor who delivers exceptional client service and communication, treats them like family, and takes the relationship to a personal level. Whether a client aspires to a goal-driven investment strategy or more comprehensive wealth management or planning services, the Jacobi Capital team has the expertise and experience each client needs.
Our Wealth Advisers act as fiduciaries for our advisory clients, striving to meet their specified objectives while using strategies that seek to protect their wealth. We provide research-driven financial advice, rather than product-driven financial sales. Quite simply, we manage our clients’ investments using the same proprietary principles and strategies we use for our own accounts and those of our families.