Business and Family Advisors

WEALTH Financial Consultants, Inc. was established so that our professionals can educate and assist clients who are concerned about planning for their financial future, including accumulating and managing wealth, maintaining an independent retirement lifestyle, and providing for the orderly disposition of their estate. We work closely with each and every one of our clients, offering personalized financial planning strategies, investment management, and risk protection to help address those concerns. Finding a quality financial planning firm that is appropriate for your needs is often an overwhelming task and should not be taken lightly. Our business philosophy is based on the principle of putting the client first.

Welcome to Merrill Lynch in Minneapolis, MN. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

Mike Jacobson has been in the finance industry for over thirty years. He joined Focus Financial in 1996 and specializes in personal financial planning, investment management, insurance applications, 401k plan management, and employee education. He believes that small, positive steps can result in significant positive changes in life, and he is eager to help clients take those steps. Mike got his BA in Psychology from St. John’s University in 1983. He earned the Accredited Asset Management Specialist (AAMS®) designation from the College of Financial Planning in Denver in January 2007. He has also completed the Series 7, 63, 65, and 66 exams in securities and insurance.