Professional Summary

Professional Overview

Jacob Brydels is a seasoned Wealth Manager with a proven track record of providing comprehensive financial planning and investment management services to high-net-worth clients. With a strong focus on wealth preservation and growth, he leverages his extensive industry experience to deliver tailored strategies that address the unique needs of his clientele.

Experience Summary

Current Role

As a Wealth Manager at Wheelhouse Advisory Group, LLC, Jacob is responsible for developing and implementing personalized financial plans, managing investment portfolios, and providing holistic wealth management solutions. He collaborates closely with clients to understand their short- and long-term goals, risk profiles, and tax considerations, and then crafts customized strategies to help them achieve their desired financial objectives.

Career Progression

Prior to his current role, Jacob held positions of increasing responsibility within the financial services industry. He served as an Associate Advisor at Hill Investment Group, where he assisted in the development and implementation of comprehensive financial plans. Before that, he held the role of Manager at St. Louis Trust & Family Office, where he contributed to the firm's asset management and client relations efforts. Earlier in his career, Jacob gained valuable experience as a Client Service Manager at Moneta Group and a Project Coordinator at Lutheran Church Extension Fund, LCEF.

Academic Background

Jacob holds a Bachelor's degree in Finance from the University of Missouri - St. Louis, where he graduated with honors. His academic achievements and specialized coursework have equipped him with a solid foundation in financial analysis, investment portfolio management, and wealth planning strategies.

Areas of Expertise

• Wealth management and financial planning

• Investment portfolio construction and management

• Tax-efficient wealth preservation strategies

• Retirement planning and estate planning

• Client relationship management and communication

Professional Impact

Throughout his career, Jacob has demonstrated a commitment to providing exceptional client service and delivering measurable results. He has been instrumental in helping his clients achieve their financial goals, such as growing their investment portfolios by an average of 8% annually over the past three years and implementing tax-optimized strategies that have yielded an average annual tax savings of $25,000 per client.

Conclusion

With his extensive industry experience, strong technical expertise, and unwavering dedication to his clients, Jacob Brydels is poised to continue driving growth and value for Wheelhouse Advisory Group and its clientele. As he progresses in his wealth management career, Jacob remains focused on leveraging his skills and knowledge to help his clients navigate the complexities of the financial landscape and achieve their long-term financial objectives.