Built for the Seasons.
Rooted in Your Goals. Financial Well-Being Starts with Wyand Wealth
Planning for Every Season
Individuals, families and entrepreneurs face constant change. Planning is the grounding force of your financial life—the principles and strategies that keep you steady through life’s shifting seasons and unexpected storms.
Investing for Constant Strength
A portfolio shouldn’t just grow; it should endure. We manage your investments with the patience and nurturing required to withstand market volatility, ensuring your wealth is as resilient as the willow.
Wealth, like a tree, is subject to the cycles of time. Whether you are in a season of rapid growth or a winter of transition, we combine planning and investing to ensure you remain upright and flourishing.
Who We Are
A firm deeply dedicated to our client’s financial success–we craft thoughtful plans and customized portfolios so they can enjoy more of life’s true riches.
What Makes Us Different
“Working with Jake has completely changed the way I look at investing. He’s made it simple, enjoyable, and something I actually look forward to. For the first time, I genuinely feel like financial freedom is right at my fingertips. Jake really takes the time to understand my goals and does everything he can to help me reach them. He’s knowledgeable, honest, and genuinely cares about his clients’ success.”
Ryan & Liv W.
Founders, Golden Touch Painting
Intentionally Sized
We don’t measure success by the number of clients we have, but by the depth of the relationships we build. We stay intentionally sized to ensure that our highest standard of service remains a permanent promise.
Turning today’s decisions into tomorrow’s peace of mind.
Our Investment Mantras
Long Term Planning
Long Term Planning
Long Term Planning
Featured Education
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