Interested in discussing your investment situation?

Even in today's high tech world and the many forms of communication, face-to-face and verbal is best when discussing your investments. If you are interested in an introduction download our "Introduction Meeting" document to learn more about what a future discussion together looks like.    

View Introduction Meeting Letter

Main Office

84504 E Sagebrush Rd

Kennewick, WA 99338

Contact Information

jacob@eracapitalmanagement.com
Call or Text 509-559-6229

Portfolio Management

Our advise is matched by our portfolio management. Chances are you have an investment account at a big name firm and your stale portfolio need serious help.

How are you invested?

Financial Planning

Financial planning is a fancy term for how to save and how to pay the least amount of taxes along the way.  But here is our secret the "Roth IRA". 

We are all about the Roth IRA

Service

Service absolutely matters.  So much so that clients have my direct number.  No receptionist to be found.

Call Jacob directly at 509-559-6229