Pick & Roll Wealth Management

Pick & Roll Wealth Management is operated by Gregory A. Jacobson, a Certified Financial Planner (CFP) with over 25 years of experience based in Red Bank, NJ. The practice specializes in the Retirement Transition, assisting individuals and couples in their journey toward financial independence. Pick & Roll Wealth Management is tailored to clients with a Net Worth in excess of $2MM. A strong foundation of objectivity and removing emotions from the financial decision making process is the basis of all recommendations. Simplifying Personal Wealth Management is a goal, ensuring that clients' experience the payoffs of financial independence. Securities and advisory services offered through Commonwealth Financial Network®, Member a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: