Full-service financial planning and investment management
Hi, I’m Jake.
I’m the founder of Canyon Strategic Wealth and I help senior-level executives and business owners strategically build wealth.
Our guided process.
Client success stories
A Proven Track Record Of Successfully Helping Clients.
Read how strategic planning can illuminate the path to the life you want to live.
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
Rather than starting with what others may be doing, we take the time to understand what you value in life. We’ll plan around that.
Fiduciary
Fiduciary responsibility is an ethical obligation for the advisor to always place the interest of the client ahead of their own.
CERTIFIED FINANCIAL PLANNER™
CFP® certification ensures your advisor is highly trained and committed to serving the client’s best interests.
Areas of Practice
Full Service Financial Planning and Investment Management
Investment strategy that aligns with your unique financial ambitions with a high awareness of taxes and expenses.
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We’ll guide you through smart, tax-efficient planning to enhance your financial well-being.
Our planning process is centered on carving out a path to a secure and fulfilling retirement.
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. Side-by-side we’ll execute that plan. Think of us as your guide, rather than a just a map.
We whole-heartedly believe that the value you get from our service should be a multiple of our fee. By creating a financial plan that is highly focused on tax strategy, efficient investments, and proper diversification, 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