Couple on the beach

My Clients

While Jake primarily serves retirees, he understands the importance that clients receive concierge service with a clear, concise understanding of both their wealth management plan and the positions in their portfolio.  His strategies are most appropriate for clients with at least $500,000 to invest and who are open to financial guidance.

When taking the steps to build a relationship, Jake learns everything he can about a client and their families 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.