Helping you captivate your best life

At Captivate Wealth, we believe that any financial conversation should start with you—your life, family, priorities, and goals. We will listen to what matters to you and design a financial plan using multiple strategies to help you achieve your goals.

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Get a financial plan that is custom-tailored to you

We take the time to understand your priorities and needs. Using our broad perspective and financial expertise, we’ll create a custom-fit financial plan tailored to your unique goals. As a CFP®, Jake's recommendations always adhere to a fiduciary standard, ensuring we act in your best interest.

We’ll be transparent about our services, detailing what is included and what is not, so you know exactly what to expect. Additionally, we’ll inform you upfront about the cost of our services.

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Here's how we’ll build your personalized plan:

  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. And as your priorities change throughout your life, I'll shift the financial strategies in your plan, too. So your plan always stays flexible, and you stay on track to consistently meet goal after goal.

Financial Planning

Our financial planning conversations start with you—your life, family, priorities, and goals. Once we understand your big picture, we’ll tailor a plan using a range of financial options and strategies to help you reach your goals.

We offer two different planning structures:

Solutions-Based Financial Planning

Fee-for-Advice Planning

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Areas of expertise

Our areas of expertise include, but are not limited to, the following:

Wealth Management

Retirement Planning & Income Strategies

Insurance Protection Strategies

Tax-Efficient Strategies

Estate Planning

Education Planning & Funding

Business Planning & Succession

Multigenerational Planning