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
Your Resources
CALCULATORS
A host of financial tools to assist you.
ARTICLES
Educate yourself on a variety of financial topics.
FLIPBOOKS
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
VIDEOS
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
GLOSSARY
Financial terms from A to Z.
NEWSLETTERS
Timely newsletters to help you stay current.
Office Location
5446 Thornwood Drive, Suite 101,
San Jose, CA 95123
Email: anna.jacobs@lpl.com