Jake is a dedicated Wealth Advisor with a specialized focus on retirement income planning for high-net-worth individuals, small business owners, educators, and state employees. He also works closely with the next generation of serious investors, guiding them on strategies to secure a successful financial future. Clients can expect to be actively involved in the planning process through Jake's approach, which fosters collaborative and interactive meetings. By breaking down complex financial concepts into clear, actionable advice, he helps clients confidently make informed decisions. This method not only empowers clients but also fosters a deeper understanding and a more tailored financial strategy.
Jake's collaborative approach is a cornerstone of his service. He extends this approach to working with his clients' other professional advisors, including accountants, estate attorneys, and real estate agents. By integrating his experience with these professionals, Jake ensures that all aspects of a client's financial life are taken into account, providing a comprehensive and cohesive strategy that is key to achieving the best outcomes for his clients.
Jake's approach emphasizes building genuine, long-term relationships, treating each client as a valued friend rather than just a client. As a fiduciary asset manager, he places his client's needs above his own, ensuring that every recommendation is made with their best interests in mind. The most immense joy Jake experiences in his work is watching his clients achieve their goals and realize their financial dreams, which he finds deeply fulfilling.
Jake is a native of Haddam, Connecticut, and remains actively engaged with his alma mater, Xavier High School in Middletown. He is also a member of the Indian Hill Country Club in Newington, CT, where he enjoys the camaraderie and the opportunity to refine his golf skills. These personal interests give Jake a well-rounded perspective that he brings to his professional work.
He earned his B.A. in Economics from Wesleyan University, where he also demonstrated leadership as the captain of the baseball team. Jake holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®.