Jake became part of the Wealth Enhancement Group organization via a merger with Kings Point Capital in 2022. After joining the Kings Point Capital team in 2009, he ultimately achieved partnership in the firm and now currently serves as one of the team’s managing directors. Jake’s time is spent primarily on designing and managing portfolios for a select group of high-net-worth families, family offices, private foundations, and endowments. He places heavy emphasis upon a highly customized approach to ensure attention is given to each client’s unique circumstances, inclusive of goals, risk tolerance, preferences, and tax situation. Jake also spends much of his time advising clients on outsid