Our Mission

We are here to assist individuals, families and businesses in achieving their financial goals. Since the start, in 1992, an intentional process continues to evolve into an efficient method of identifying and addressing your needs, wants and desires. You are a valuable part of the equation in every step. Questions are answered in a timely manner with honest transparency. Our team is dedicated to providing clear, concise recommendations that are easy to implement in all phases of the lifecycle.

The Origin Story

All firms originate from a story, most involve tragedies along with triumphs, this one is no different. Despite the growing trend of longer life expectancy, two of my immediate family members passed away before the age of 50 from natural causes. The first was my father in 1991 from an aortic aneurysm. An otherwise seemingly healthy man, it was quite unexpected. The initial response was shock, then loss, then followed almost immediately with feelings of fear (due to financial insecurity). Fear, it turns out, is not the most ideal environment to process grief. As a result of our family’s loss, my “Type A” sister, Laura, left the 401(k)-servicing world to venture out into personal financial planning. I joined her thriving practice in April of 2000. For over 13 years I worked as her associate until her untimely passing at the age of 47 from a pulmonary embolism. What stands out most for me is while no amount of planning can take away the shock, grief or finality of death; financial security is an achievable goal. Today, my team and I, continue my sister’s practice with a focus of family, health, happiness and security.

It's all in a Name

As the practice grew, it became apparent that I needed a team. It is common in the financial planning industry for teams to develop DBAs (Doing Business As); not only for marketing but in developing an identity. After much deliberation we settled on Artesian Wealth Solutions. I am an advocate for the natural environment and, as a financial professional, never understood how little value is put on such a vital resource as water. An artesian well brings fresh water to the surface through gravitational force. Generally, no pumping (or effort of any kind) is needed. This resonated with me because income streams are vital to the success of a sound financial plan much like water is to life. Hence the name: Artesian Wealth Solutions. It is the goal of my team to be the driving force that provides you with the sustenance for your prosperous future. Let us do the work for you.

Meet The Team

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.

Goal planning

Investment management

Retirement strategies

Tax analysis

Estate conservation

Insurance and annuity products

Cost

One hour complementary consultation
No Minimums
Eight service levels
Two “ways to pay”

Testimonials

I met Anna a few years back when my portfolio was handed to her. She is the best person I have worked with. Looking out for us financially is her job and she does it well. But having a wonderful personality to go with it, makes it that much better. She is very professional in our working relationship but I would also consider her a friend. She makes you feel that way. Very comfortable. Very much at ease. Along with that comfort, probably the most important thing in a relationship is the trust. And once you meet her, sit down with her, that trust is there. And it continues to grow over the years. Thank you Anna.

MJW Client

As a client that has worked with Anna Jacobs as well as her remarkable sister Laura for well over 30 years, I couldn’t be happier. Anna not only has a through education of the current financial world her communication skills are over the top. Anna was clearly a trend setter like her sister in devising smart ways for me to invest. I had no apprehension from the start. When Anna took the reins many years back, she like her sister, maintained honesty and integrity coupled with confidence and intelligence. Anna was also able to rise to the occasion whenever necessary. This resulted in no worries or apprehension on my end because of being able to develop and maintain trust. I look forward to many more years working with Anna and continuing to achieve my financial needs. She is a team player and like Laura is generous with her knowledge and I couldn't be happier.

Joyce Wakefield Client

Anna provides a level of customer service to her clientele that creates a feeling of comfort and understanding that many other businesses lack. Which is why I highly recommend her to my friends and acquaintances.

Raphael Client

We started out financial savings when we were in our late 20’s. At that time, we could only afford $50.00 a month and were not sure just how to invest. We were fortunate to find Laura Jacobs, who was around our age and understood our limited budget and lack of knowledge about investing. Every year, we would put a little bit more into saving for our future. As her office grew, so did her staff. She added her sister Anna Jacobs to her team and we continued to save for our retirement. When Laura passed away suddenly, we were shocked and saddened since we considered her a friend and didn’t know how we were going to move forward with our retirement. Anna Jacobs stepped up to the plate and continued her sister’s vision for our future. She would review and make recommendations for changes to our plan, always keeping in touch with us about possible shifts in our portfolio. It was a very smooth transition and Anna has proven herself every bit as competent and knowledgeable as her sister. Now 30 years later, we are transitioning into our retirement years, and feel fortunate that we had a team behind us that secured our financial future.

Carey & Julie Netzloff Clients