We help high-net-worth families create a better everyday life by simplifying complex financial decisions through personalized advice and disciplined wealth management.
Built on trust, transparency, and a commitment to our clients’ best interests, we collaborate to deliver clarity and confidence at every stage of their journey. We accomplish this by living our mantra:
Built on trust, transparency, and a commitment to our clients’ best interests, we collaborate to deliver clarity and confidence at every stage of their journey. We accomplish this by living our mantra:
"Love People. Serve People. Add Value. Have Fun."
Jay Jacob, Managing Director – Investments
Scott M. Bowman, Managing Director – Investments, Senior PIM® Portfolio Manager
Both have been recognized as Forbes Best-In-State Wealth Advisors for 2024-2026 and named to the 2026 Wells Fargo Advisors Platinum Council.
This dedication to excellence demonstrates their commitment for providing high-quality service and advice to their clients.
2026 Forbes Best-in-State Wealth Advisors
- 2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
- 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
- 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.