Accredited Investors Wealth Management®
Jacob Wolkowitz has extensive work experience in the financial industry. Jacob served as the Managing Director, Investment Management at Accredited Investors Inc. since May 2005, where they specialized in wealth management and personalized strategies for clients. From July 2013 to June 2020, they also served as a Member of the Board of Directors and Treasurer at VocalEssence. Additionally, they worked as an Investment Banking Analyst at Piper Jaffray from July 2004 to May 2005.
Jacob Wolkowitz attended Carleton College from 2000 to 2004, where they earned a Bachelor of Arts (BA) degree in Economics.
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Accredited Investors Wealth Management®
Accredited Investors Wealth Management® provides an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Our services are best suited for those in the Twin Cities and connected communities around the country who value our team approach and willingness to engage in deep relationships. Our team is comprised of professionals with wide-ranging backgrounds in accounting, law, investment research, banking, and philanthropy, all working together to craft personalized strategies for each client family. We have a profoundly collaborative culture valuing the collective “we over me” team mindset with a group of multigenerational owners serving multigenerational client families. We created the widely acclaimed Wealth Management Index™, which guides meaningful conversations about money and values, leading to personalized and proactive planning strategies. Going through this process together empowers our clients to spend their lives wisely. Founded in 1987, Accredited Investors Wealth Management® manages approximately $3 billion of investment assets as of 12/31/2022. Spend Your Life Wisely™ For important information and disclosures, please visit: accredited.com/disclosures