FAQ: Jakub Kubrak Launches Kubrak Wealth Advisors - Independent Fiduciary Firm

What is Kubrak Wealth Advisors and who founded it?

Kubrak Wealth Advisors is an independent fiduciary financial advisory firm founded by seasoned financial advisor Jakub Kubrak to simplify complex wealth management topics for everyday individuals.

What experience does Jakub Kubrak bring to his new firm?

Jakub Kubrak has over a decade of experience working at top financial institutions including Fisher Investments, JPMorgan, and Texas Capital Bank, where he worked with high-net-worth clients and private banking divisions.

What types of clients does Kubrak Wealth Advisors serve?

The firm serves retirees, families, and business owners at various stages of their financial journey, whether they are just beginning to build wealth, preparing for retirement, or planning a legacy.

What specific services does Kubrak Wealth Advisors offer?

The firm provides comprehensive Financial Planning, Retirement Planning, Investment Management, Estate Planning, and Tax Planning for Business Owners, with all services working together as a cohesive plan.

How does the firm’s approach differ from traditional financial institutions?

As an independent fiduciary firm, Kubrak Wealth Advisors operates solely in the client’s best interests with unbiased guidance built on transparency, education, and trust, replacing jargon with clarity.

What is the firm’s process for working with new clients?

Each engagement begins with an in-depth discovery process to understand the client’s full financial picture, followed by crafting integrated strategies tailored to their specific needs and goals.

What digital tools does the firm provide to clients?

Clients can access digital tools including a social security retirement income estimator, Federal income tax calculator, and comprehensive mortgage calculator to make budgeting and planning easier.

How does the firm balance technology with personal service?

While embracing modern technology for transparency and precision, the firm maintains a human-centered approach with direct access to a trusted advisor who acts as a long-term partner.

What is the main mission of Kubrak Wealth Advisors?

The firm’s mission is to help clients create strategies that align their wealth with their goals, simplify complexity, and help people build financial strategies that preserve what they’ve worked hard to achieve.

Where can I find more information about Kubrak Wealth Advisors?

More information is available at their website: Kubrak Wealth Advisors.