Building confidence in your financial future by protecting what matters most and planning for the legacy you want to leave behind.

 

At Kubrak Wealth Advisors, we help retirees, families, and business owners simplify the complex and create financial strategies that align with their goals and values. With over a decade of experience guiding clients through all stages of wealth, we focus on protecting what you’ve built and ensuring a legacy that lasts.

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A More Personal Approach to Wealth Planning

No two retirements, legacies, or businesses are the same. That’s why we start by listening — understanding not just your financial goals, but the life you want to build and the legacy you want to leave.

Drawing from years of experience in private banking, investment management, and working with entrepreneurs, we design strategies tailored to your unique circumstances. Whether you’re preparing for retirement, growing a business, or planning for the next generation, our mission is to create a plan that reflects your values and adapts as your life evolves.

Our Process

What Sets Our Team Apart

Integrity

Jakub built his career at JPMorgan, Fisher Investments, and Texas Capital Bank by putting clients first. Every decision we make is grounded in honesty, loyalty, and transparency.

Guidance & Support

We simplify the complex, celebrate your wins, and provide clear education so you feel confident in every financial decision.

Proven Experience

With over a decade of experience managing hundreds of millions in assets, Jakub brings the expertise to guide retirees, families, and business owners with clarity and confidence.

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Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
 

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
 

Tax Planning for Business Owners

Business transactions are becoming more complex each year. And with that, the world of taxation grows in complexity as well. As the rules of doing business, within a single jurisdiction or across multiple jurisdictions, change, so does the need for assessing their tax impacts on specific transactions.
Jakub Kubrak

Meet Your Advisor

Jakub Kubrak, CEO of Kubrak Wealth Advisors, brings over a decade of experience in private banking, investment management, and FinTech, with a career built at firms like JPMorgan, Fisher Investments, and Texas Capital Bank. Known for his client-first approach and clear financial strategies, Jakub’s mission is simple: to help retirees, families, and business owners grow, protect, and preserve the wealth they’ve worked so hard to achieve.

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Protect your wealth, plan your legacy, and move forward with confidence — let’s start today.

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