Jake Eischens | Source | Wealth Advisor at Curi RMB Capital

Jake is a Wealth Advisor at RMB Capital. He is part of a team of wealth advisors and associates, and they collaborate to manage relationships with a select group of clients. Their clients include retirees, corporate executives, small business owners, and various other high-net-worth and ultra-high-net-worth individuals and families who seek to protect and prudently grow their wealth. Jake works closely with them and engages with their other trusted advisors, such as estate planning attorneys, accountants, and insurance professionals, to establish a holistic view of their financial lives. With this perspective and the support of his team, he creates and executes each client’s customized plan that addresses a broad spectrum of financial planning issues and outlines investment objectives and corresponding recommendations.