Strategic financial planning and investment management
Hi, I’m Jake.
I help my clients strategically use their wealth to live their best life.
What We Do
Strategic Wealth 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 properly plan so that 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.
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.
Schedule A Free Introduction Call