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  • Firm Overview

    Jacob Gold & Associates, Inc. is a private wealth management firm located in Scottsdale, Arizona. Since 2001, Jacob and his team have delivered process-driven strategies to help create tailored financial solutions for high net worth individuals, affluent families, and corporations.

    We have a respect for both the emotional and the economic aspects of wealth. Starting with the “Why” of your ultimate financial goal, we want to understand your life’s dreams and why they are important to you. Then we determine the “what” and the “how” of getting you there with a custom plan.

    From regular one-on-one meetings, investment conferences, weekly newsletters and ongoing media outreach, Jacob Gold & Associates, Inc. helps navigate clients through the ever - changing financial markets.Through active money management and proper financial education, investors can have an appropriate and realistic view of their current and future financial situation. Helping you attain financial literacy and financial independence is our priority.

  • Click on the videos above to get to know our process.