While Jake mostly serves retirees, all his clients find it important that they receive concierge service with a clear, concise understanding of both their wealth management plan as well as the positions in their portfolio. His preferred client has at least $500,000 to invest and is open to financial guidance.

When taking the steps to build a relationship, Jake learns everything he can about a client and their families in order to provide multigenerational wealth management planning. Every client has the opportunity to receive 12 meetings per year: four comprehensive quarterly reviews, alongside eight monthly meetings to discuss specific and relevant topics. When faced with an obstacle, Jake strives to return calls within the same hour and have a strategy in place within 24 hours.