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Our Philosophy
Jansen Wealth Management was founded on the belief that financial goals can be achieved through diligence and discipline. Our process of helping clients reach their goals starts with listening; we want to understand our clients’ life stories and focus on their ambitions. We then work to craft tailored financial plans, implement strategies, and ensure sustainability over time by adjusting as life changes.
Our fiduciary firm is designed for the modern investor. We partner with leading companies to provide comprehensive financial planning tools and wealth management technology. Our commitment to innovation allows us to adapt as the industry evolves, enhancing the client experience along the way.
While the investing landscape continues to change, our principles do not. Honesty, integrity, and transparency are how we build relationships and why investors trust us. Our client-first, fiduciary-based advice is designed to add value both now and for the long-term. At Jansen Wealth Management, we provide best-in-class service for a select number of families, business owners, and companies.
Jacob S. Jansen, AAMS®
Founder / Wealth Manager
Jake serves as Founder and Wealth Manager at Jansen Wealth Management. He has been dedicated to the wealth management industry for over a decade and holds the Accredited Asset Management Specialist designation. Jake graduated from the University of Wisconsin – Oshkosh, where he earned degrees in Finance, Economics, and Marketing, while also managing the University’s Endowment Fund.
Jake enjoys getting to know his clients personally and working with them to achieve their goals. He also loves volunteering and is grateful to give back to the community. Jake has sat on the board of a private equity company and is a past board member and past President of the Chippewa Valley After Hours Rotary Club.
Jake lives in Eau Claire, WI with Nichole and their three French Bulldogs: Evie, Clover, and Bazil. Outside of the office, he can be found golfing, at a local dog park, or on one of the many trails in the area.