Jacob Timm
President at Ten Capital Wealth Advisors
- Role
- President at Ten Capital Wealth Advisors
- Location
- Spokane, WA, US
- LinkedIn followers
- 500 followers
About Jacob Timm
Money, and specifically planning one’s retirement can be worrisome. If you are like many others, you probably worry about saving enough, establishing your retirement goals, and finding the right way to invest so you can achieve those specific goals and dreams. We understand that and would like to take on that worry for you. Here is how we can do it:Teamwork - We provide you not a person, but a team. We utilize the strengths of our team for investment selection, account services, communication and education. Partners - We have an array of industry partnerships, some of which are exclusive to Ten Capital in the area. They enable us to put together customized portfolios comprised of the best management talent from around the world and gain access to best-in-class investment solutions.Independence - We gather and analyze information independently and design our portfolios to focus on both buying opportunities and continuous risk management.Education - We are passionate about empowering you with information and helping you achieve your financial goals. Communication - We provide many options to help keep you informed and up-to-date. Relationships - We hope to grow our relationship with you and your family through honest advice around what’s in your best interest. Helping guide clients through the emotional and financial challenges of difficult markets is perhaps the most important aspect of our job. In today’s complex financial world, our team specializes in each aspect of your financial picture. It allows us to not only manage your investment portfolio more effectively but also share information, insights and advice to give you greater clarity and peace of mind. Specialties: Retirement Needs Assessment, Financial Planning, Investment Management, Relationship Building, Stategic Planning, Project ManagementFor additional information and disclosures please visit:
Experience
President
Apr 2017 — Present · Spokane, WA, US
Ten Capital Wealth Advisor\'s is a team based investment and financial services firm that understands the key to long-term investment performance is a solid, tried-and-true risk management investment plan. At Ten Capital, we employ multiple global strategies in an effort to achieve genuine diversification and build portfolios that help our clients meet their financial goals. As a fiduciary, we are legally obligated to keep our clients’ best interests at heart, and we take that responsibility very seriously, implementing on-going communication, account reviews, and a proactive approach to our clients’ investments.
Education
Florida State University - Herbert Wertheim College of Business
BA, Business Marketing, Sales and Customer Relationship Management
2001 — 2004
Washington State University
Business Marketing and Economics
1999 — 2001
Skills
- Defined Benefit
- Notary Public
- Strategic Planning
- Small Business
- Financial Analysis
- Financial Planning
- Investment Strategies
- Retirement Income Strategies
- Wealth Management
- Marketing
- Portfolio Management
- Investments
- Retirement Planning
- 401k Rollovers
- Banking
- Risk Management
- Entrepreneurship
- Defined Benefit Plans
- Retirement
- Strategic Financial Planning
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