Michael is passionate about helping families: - Develop and implement a wealth management plan to help them reach their financial dreams - Helping Business owners utilize the seven step process to exit their business - Develop strategies to managed the unique challenges of illiquid and concentrated wealth - Make smarter decisions in today's uncertain political, economic and social environment - Obtain an independent second opinion from a top financial advisors in their community. Michael is a two time past President of the Delaware Society of Financial Services Professional, past advisory council member of eMoney Advisory, and the Executive VP of the First Tee of Delaware Board. He is a C
Michael Bree
Senior Partner, Wealth Advisor
Jacobi Capital Management LLC
United States, Delaware, Wilmington
About Me
Profile Information
Senior Partner, Wealth Advisor
Jacobi Capital Management LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Wilmington
Delaware
United States
Jul 26, 2024
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