Jacobs Dwyer Wealth Partners at the Rockefeller Global Family Office

Financial ServicesIndiana, United States2-10 Employees

At Jacobs Dwyer Wealth Partners, our team is complimentary to the approach we take towards wealth management. Each team member brings a highly differentiated skill set to the clients we service. We are meticulous planners taking our time to carefully review our clients’ needs in order to curate wealth management strategies that are aligned with their goals.

Our standards for our services are the same standards established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive throughout seven generations and counting. The trends they have weathered, the familial bonds they have bolstered, and the positive impact they have had on society are our benchmark.

To be nimble and steady, flexible yet uncompromising, personal yet always professional. To be singular in our mission, and singularly committed to our clients and their needs. To preserve and grow the legacies of the exceptional families and institutions we serve. This is why we are here. This is Rockefeller Global Family Office

Being a part of Rockefeller enables our team to provide our clients with access to compelling investment solutions, cutting edge technology and family office management. We would be honored to put our experience to work for you.

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