A 15-minute intro, then a 60-minute look at your situation. No pressure, no obligation. If I'm not the right fit, I'll tell you on the first call and point you somewhere better.
I'll get back to you within one business day.
I'll get back to you within one business day.
Didn't see your mail app open? Email jake@mywealthmanaged.com or call (512) 960-4900.
Form, email, or call. Tell me roughly what's going on; you don't need to organize anything first.
A short note with times that work, or a direct line if it's easier. No assistant. No call center.
What's going on, what you'd want a plan to cover. No paperwork, no pitch. If we're not a fit, I'll say so.
Yes. The first two conversations are free. The first is a 15-minute intro — are we a fit. The second is a 60-minute look at your situation and where I'd start.
No. Statements come later — after we've decided to work together. The first two conversations are about your situation, not your spreadsheets.
Fifteen minutes. Long enough to figure out whether a longer conversation makes sense, short enough that you're not committing your afternoon.
Most of the work is remote. I serve clients across the states I'm registered in — happy to confirm yours on the first call. The firm office is in Fort Worth if you'd rather meet in person.
FINRA's BrokerCheck. Search "Jake Song" under McCune Whiteley.
More questions? See the full FAQ on the home page.