Full-service financial planning and investment management
Hi, I’m Jake.
I help my clients strategically use their wealth to live their best life.
What Makes Canyon Different?
Experience
We strongly believe Jake’s journey into the wealth management industry uniquely qualifies him to be a trusted financial partner. You always HOPE your advisor will do the right thing – Jake has proven that he does.
Life-driven planning
We take the time to understand what you value in life. We’ll plan around that.
Fiduciary
Our fiduciary responsibility is an ethical obligation to always place our client’s interests ahead of their own.
CERTIFIED FINANCIAL PLANNER™
As a CERTIFIED FINANCIAL PLANNER™, Jake is highly trained and committed to serving our client’s best interests.
What We Do
Full-Service Financial Planning and Investment Management
Investment strategy that is inline with your unique financial situation with a high emphasis on tax strategy and expense mitigation.
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Our annual client calendar revolves around tax planning. We’ll guide you to make the correct moves for your life, keeping more dollars in your pocket.
You work your whole life to have security in retirement, we take this seriously. If our advice can help you retire earlier or live a more enjoyable retirement, we’ll know we’re doing our job right.
We’ll help you keep your assets safe and ensure they are transferred according to your wishes, providing peace of mind for you and your family.
Through custom planning, we’ll help to reveal any blind spots in your risk management.
We’ll help you set clear, achievable goals, and create a roadmap to reach them, adjusting as your life evolves.
OUr offer
Skipped To The End?
Canyon is a trusted partner you can talk to about your financial goals. We listen intentionally to what matters to you, then make a plan to get you there. We’ll execute that plan side-by-side. Think of us as your guide rather than just a map.
Canyon is a trusted partner you can talk to about your financial goals. We listen intentionally to what matters to you, then make a plan to get you there. We’ll execute that plan side-by-side. Think of us as your guide rather than just a map.
We wholeheartedly believe that the value you get from our service should be a multiple of our fee. By creating a financial plan centered on your fulfillment, efficiency through tax strategy, and proper investments, we’re confident our fee will be some of the best money you ever spend.
If we are a good fit, and you can see the value of our advice, we’d love to work together.
Schedule A Free Introduction Call