Jacob R. 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.