Financial services in Saint Johns, FL
Effective strategies for your ideal tomorrow.
Personalized wealth management for individuals, families and business owners in St. Johns County and Northeast Florida, built to adapt as markets change.
What we do
Planning for individuals and businesses
From your first portfolio to the sale of your business, we plan for each stage of your financial life.
Portfolio construction
Investment strategies built around your goals and risk tolerance.
Retirement planning
Roth and Traditional IRAs, SEP IRAs and income planning for retirement.
401(k) and employer plans
401(k), profit sharing and money purchase plans for businesses.
Succession planning
Planning for the transition of your business and its ownership.
Buy-sell agreements
Structuring funding for ownership changes among business partners.
Estate and insurance
Protecting what you have built and planning for the next generation.
How we work
A three-part approach to investing
Markets change quickly. Our three-step process keeps your plan ready to adapt.
Organize
We start by organizing your financial life and understanding your risk tolerance.
Build your roadmap
We incorporate the current financial landscape into a roadmap built around your goals.
Monitor continually
We continually monitor your progress as you work toward your goals and adjust as needed.
Who we work with
A full-service wealth platform
As an independent financial services firm, we bring in specialist partners so every part of your financial life is handled in one place, with us as your single point of contact.
Explore the full platform
Who you'll work with
Jakob Fries, CFP®
Director – Wealth Management
Jakob began a life of service in 2006 when he joined the United States Air Force. After leaving the military, he earned a Bachelor's in Finance with a focus on portfolio management, and now applies that experience to helping clients create the financial plan they deserve.
He is a member of The American Legion Post 40, supporting youth mentorship, veterans and fellow service members.
Our philosophy
We operate from the belief that clients are best served when the right advice reaches them at the right moment, with all relevant options coordinated on their behalf. Our role as wealth coordinator is to deliver that advice through the approach that solves their challenges and supports the life they want.