Jake McLean

As a financial advisor, my primary role is to help my clients manage their financial, personal, and public goals. My mission in life is to serve others, and being a financial advisor has allowed my personal aspiration to meld perfectly with my profession. I became a financial advisor to impart a positive impact on my community and the world that surrounds it, and I’m eager to work with people who share my core beliefs, which are:

• Wealth, combined with goodwill, is a potent effector of progress
• Evidence should be the basis for decision making
• Money is a tool, and like all tools, its value is measured in how well it helps us complete our goals
• The world is objectively improving by many measures, and rational optimism should guide our investment approach

I develop customized strategies for clients and position their assets to individually enable them to focus their financial goals, pursue their personal dreams, and make the world a better place to be. I work with families, business owners, and organizations who dare to dream and are compelled by the common condition of humanity. My clients choose to work with me because of our shared vision, my commitment to their needs and desires, and my delivery of timely, practical advice.

I graduated with a bachelor’s and master’s degree in biology and education from the University of Virginia. Before starting Capitum Wealth Management, I was a financial advisor for a decade at Wells Fargo Advisors and Merrill Lynch. In my spare time, I seek adventures with my growing family, attempt to cook difficult recipes, adamantly follow the world of combat sports, and build an extensive library of audiobooks to which I have not yet listened.