Broker Check
Jacob Impellicceiri
Jacob Impellicceiri
Strategize Wealth Management Group, Inc Financial Advisor
https://www.strategizewmg.com

Helping High-Performing Individuals Achieve Their Financial Goals Through Tax-Smart Financial Planning.

Our Process

We start with the end in mind.

We start with the end in mind.

To ensure that your financial plan aligns with your objectives, we start with your goals and work backwards. We plan with you for the long haul by understanding your priorities and establishing your financial objectives. Based on your input, we employ a 5-step process through a Tax-Smart lens that is focused on helping to deliver the financial outcome you desire.

Have a Question?