At Kubrak Wealth Advisors, we understand that your financial journey is about more than investments
—it’s about freedom, legacy, and the peace of mind that comes from knowing you’ve made the right decisions for yourself, your family, and your business.
Our founder, Jakub Kubrak, built his career guiding families, retirees, and entrepreneurs in managing and growing wealth across every stage of life. With senior roles at firms like Fisher Investments, JPMorgan, and Texas Capital Bank, Jakub brings the expertise and integrity needed to help clients grow, protect, and preserve what they’ve worked so hard to achieve.
Whether you’re preparing for retirement, creating a plan to transfer wealth across generations, or looking for strategies to safeguard and maximize your business success, we’re here to simplify the complex and design a plan built around your unique goals.
At the heart of our work is a simple promise: to listen first, provide clear strategies, and deliver confidence in your financial future.
Our Guiding Values
Integrity Above All
Trust is the foundation of every relationship. We believe in transparency, loyalty, and always putting our clients’ best interests first — no exceptions.
Clarity in the Complex
Finance doesn’t need to feel overwhelming. We take the time to listen, simplify, and create strategies that give you confidence and peace of mind.
Legacy with Purpose
Your wealth represents years of hard work and sacrifice. We’re here to help you protect it, grow it, and pass it on in ways that reflect your values and secure your family’s future.
