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The Jacobs Group

Private Wealth Advisors

PARKWOOD FIVE

510 E. 96TH STREET, SUITE 500

INDIANAPOLIS, IN 46240

317.706.2057

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About us

Our Focus

Our team advises affluent families, the businesses they own and operate, and senior executives of public companies. We recognize that significant wealth can pose complex challenges and provide extraordinary opportunities. To provide the personal attention that our clients mandate mandate, we limit the number of clients we serve.

Our Approach

In advising clients, we adhere to a rigorous wealth management process, supported by frequent client dialogue. We look to balance growth and risk, embedding the flexibility to adapt to a client’s changing needs and fluctuating market conditions. We understand the importance of preserving wealth and generating cash flow to meet each client’s lifestyle goals.

Our Strengths

In addition to our team’s extensive offerings, we provide access to the resources and capabilities of the Private Banking and Investment Group at Merrill Lynch. We operate as a boutique within one of the world’s premier financial services firms. We address a wide range of wealth management needs for ultra-high-net-worth families and individuals: managing existing or newly acquired wealth; anticipating intergenerational wealth transfer needs; coordinating a cohesive approach across external tax and legal advisors; and delineating financial goals that reflect a client’s deeply held priorities.

We offer the services and strategies that affluent clients demand:

  • Long-term cash flow strategies
  • Pre liquidity event strategies
  • Post-monetization investment management and guidance
  • Concentrated and restricted stock management
  • Family governance strategies
  • Legacy and philanthropic strategies
  • Capital and finance needs
  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

    Meet the team

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    Christopher D. Jacobs

    Senior Vice President

    Private Wealth Advisor

    317.706.2057

    317.706.2057

    christopher_d_jacobs@ml.com

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    Margot M. Dwyer, CFP®

    Vice President

    Private Wealth Relationship Manager

    317.706.2058

    317.706.2058

    margot_dwyer@ml.com

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    Awards

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    Meet the team

    Christopher D. Jacobs

    Senior Vice President

    Private Wealth Advisor

    317.706.2057

    317.706.2057

    christopher_d_jacobs@ml.com

    Add to address book

    Read Bio

    Margot M. Dwyer, CFP®

    Vice President

    Private Wealth Relationship Manager

    317.706.2058

    317.706.2058

    margot_dwyer@ml.com

    Add to address book

    Read Bio