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1735-A Union Street
San Francisco, CA 94123

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Scott B. Jacobs

(415) 400-5038

 

Team

We believe our teamwork approach adds a broader perspective to all we do. The BMWA team has helped many people just like you and who face similar issues and concerns. We specialize in creating an approach that is designed to just for you and can help you address issues and questions like:

  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • Can I retire early? If so, how early?
 
Scott Jacobs founded BMWA in 2009 on the principle of building personal relationships with each and every one of his clients. After years spent working in corporate America, he yearned for something greater and far more fulfilling for...

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As Chief of Staff, Maggie is committed to driving positive change and growth at an individual, Team, Executive, and Organizational level. Experienced partnering with Executives in Residential and Commercial Real Estate, Finance, and...

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