Captivate Wealth.

A Note from Jake - Founder of Captivate Wealth

Captivate Wealth MN. Jacob Overman

You know what you want in life. What you may not know is what challenges may arise along the way. For financial security, you need to be prepared and protected against life's uncertainties. That's where our team comes in. Throughout your life, we'll help you understand what to prepare for and protect, so you can confidently secure your financial future.

Captivate Wealth's mission is to help you achieve financial security for your family or business through comprehensive planning techniques. Our team simplifies financial planning with a no-nonsense approach. We'll assist you in creating a robust plan to reach your most important goals, focusing on wealth preservation, distribution into retirement, and, when needed, the transfer of wealth or business.

Jake, our founder, has been helping clients achieve financial security since 2005. 

Captivate Life

We strive to deeply understand your needs and desired outcomes based on what you value most. We create a personalized plan to help you Captivate your best life.

Captivate Clarity

We offer personalized guidance combining what we call the "art" and "science" of financial planning. Our goal is to broaden your understanding of the planning process and introduce methodologies tailored to meet your biggest needs.

Captivate Commitment

Our commitment is to provide a consistent and objective perspective to keep you aligned with your goals. We'll remind you why you trusted us every step of the way, ensuring you stay on track. Our relationship will be responsive and focused on your goals.

Our Team is Award-Winning

 

 
2022 Forbes Top Financial Security Professionals logo

Jacob Overman has been recognized as a best-in-state top financial security professional by Forbes in 2022, 2023, and 2024. Many thanks to our hardworking team and amazing clients. This wouldn’t have been possible without you.

Forbes Top Financial Security Professionals Best-In-State List 2024

Forbes Top Financial Security Professionals Best in State List (July 2024).  Research and ranking provided by SHOOK Research.  Based upon data as of 12/31/2023. Northwestern Mutual & its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s).  Rankings and recognitions are no guarantee of future investment success. 

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4