Financial Advisor
Jay Capps brings a client-first approach to financial advisory, helping executives and families navigate complex compensation, tax strategies, and long-term wealth building. He is dedicated to proactive planning and clear communication.
Jay believes that the most important conversations in financial planning happen before the decisions are made — not after. Whether a client is evaluating a job change with complex equity compensation, planning for a major liquidity event, or simply trying to understand where their money is going each month, Jay's role is to bring clarity and structure to the decision-making process.
He works within the 12 Stones framework to ensure that every client interaction is connected to the broader strategy. A conversation about investment allocation is also a conversation about tax implications. A discussion about insurance is also a discussion about estate planning. Nothing happens in isolation.
"The most important conversations happen before the decisions are made. Clarity and structure turn complexity into confidence."
Executive compensation and equity planning
Proactive tax strategy and coordination
Long-term wealth building and accumulation
Client communication and education
Cashflow management and budgeting
Insurance and risk management coordination
Schedule a discovery call to discuss your financial complexity and see if we're the right fit.
Schedule a Discovery Call