True wealth is the ability to spend your time in a way that is aligned with your core values. More money can't replace your kid's missed soccer games. Your goal is to spend your time exactly how you want so you can pursue work you love, while having the lifestyle flexibility to spend quality time with the people you love most.
From there, we guide your financial decisions so you get closer to your ideal life, while also making sure you enjoy the ride. Money is simply a tool that, if managed properly, allows you to spend your time exactly how you want. Budgeting, Money, and handling Finances have never been something that come naturally to me, and I would even go so far as to say they are probably my biggest weakness.
From there, we guide your financial decisions so you get closer to your ideal life, while also making sure you enjoy the ride. Money is simply a tool that, if managed properly, allows you to spend your time exactly how you want. Budgeting, Money, and handling Finances have never been something that come naturally to me, and I would even go so far as to say they are probably my biggest weakness.
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My name is Jake. I'm originally from Massachusetts, but my home base is now in Rhode Island with my high maintenance wife and dog (yes both!). I'm a travel enthusiast, local cuisine explorer, dog lover (especially pugs!), Tom Brady fan boy and ex-baseball player back in the days.
However, my true passion lies in financial planning to help clients make the best possible life-centered financial planning decisions and run a modern, high tech and cutting-edge financial planning firm that is redefining how financial planning is really done.
However, my true passion lies in financial planning to help clients make the best possible life-centered financial planning decisions and run a modern, high tech and cutting-edge financial planning firm that is redefining how financial planning is really done.
We first help you envision what your ideal life looks like if money wasn't an obstacle. From there, we guide your financial decisions so you get closer to your ideal life, while also making sure you enjoy the ride. Money is simply a tool that, if managed properly, allows you to spend your time exactly how you want.
Your fee should not constantly change based upon how your portfolio performs. Let's say you have $500,000 in investment assets and a firm charges you 1%. If your portfolio increases 10% to $550,000, it means your fee would increase to $5,500/year, or $1,375/quarter. Did you feel the value you received increased by 10%?
Our clients all share one thing - they buy into our core beliefs. They may be at different life stages with different needs, but they believe in our philosophy surrounding money. Your goal is to spend your time exactly how you want so you can pursue work you love, while having the lifestyle flexibility to spend quality time with the people you love most.
From there, we provide recommendations on everything in your financial life and begin guiding your financial journey so you get closer to your ideal life, while also making sure you enjoy the ride. You have life transitions on the horizon for you like getting married, growing your family, moving, etc.
Reviews (10)
Sean McCoole
Jan 04, 2022
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The approach Jake and the team at EYW take to financial planning is truly unique. They make it a personal experience, where the same path is not right for everyone, and there is no one-size-fits-all strategy to achieving your financial goals. I thought I had a good grasp on finances but I can honestly say I’ve learned more about myself and how I perceive money while working with the team than I ever knew prior.
I truly encourage anyone to take the free consultation. We feel more in control with our money than we ever have, and are looking forward to our continued relationship!
I truly encourage anyone to take the free consultation. We feel more in control with our money than we ever have, and are looking forward to our continued relationship!
Kartik Bharat
Nov 22, 2021
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Jake is one of the most thoughtful and organized financial planners we have ever met. Before we met him, we had 2 financial planners and interviewed over 8. We immediately connected with Jake in our initial introduction meeting and have been surprised by his personal touch in every engagement. He takes the time to really understand our values and goals so that he can align our financial life accordingly. He truly cares about helping us be financially successful! He's also very organized. My wife and I are well organized with our finances, but Jake helped us take it to the next level. He shares
Rick Sargent
Oct 02, 2021
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Budgeting, Money, and handling Finances have never been something that come naturally to me, and I would even go so far as to say they are probably my biggest weakness. I have felt a lot of shame around finances and my handling of them in the past.
EYW has been a godsend. Jake and his team make it fun and interesting to start up with them. The focus isnt solely on retirement like with many other planning firms, and instead is helping me to also see the ways my family can achieve other goals that we have around home buying, trip planning, and other things that I want for myself and my family.
EYW has been a godsend. Jake and his team make it fun and interesting to start up with them. The focus isnt solely on retirement like with many other planning firms, and instead is helping me to also see the ways my family can achieve other goals that we have around home buying, trip planning, and other things that I want for myself and my family.
Jason Siperstein
Sep 15, 2021
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As a fellow financial advisor, I hired Jake as a consultant to help a client with PSLF (public student loan forgiveness). Jake shows a mastery of the area like no other I know. He has the rare combination of technical knowledge and people skills, which is so important as an advisor. While I am wary recommending advisors because of how it reflects on me, I can easily and confidently recommend Jake to any young family looking to partner with a financial planner.
Dylan Allanson
Apr 20, 2021
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We were referred to Jake by a friend and we decided to do the interest meeting. After seeing what he could do for us, we were all in! Jake is very organized and has a purpose to every step of his process. He gets to know you more than just your finances, he gets to know you as a person and what really matters most to you. He was especially helpful as my fiancé and I are combining finances and helped to navigate those tough conversations about money. Now with his help we are able to utilize our work benefits to their maximum potential and come up with a plan to pay off my student debt. He also
Mia Marcello
Apr 18, 2021
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Working with Jake is one of the best decisions we have made. In just a short time working with him, we have been able to take control of our finances, make a plan for the future, and make immediate changes that will start saving us money now. Jake is extremely thorough, organized,on top of things and is always responsive. He thinks of everything, exhausts all options, and covers all bases. We feel so much better about the future knowing that we have Jake helping us navigate!
Kelly Culhane
Mar 26, 2021
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Jake is AMAZING. He has been an incredible partner and sounding board. He is very attentive to our needs and wants personally and financially. Has taken steps to help us better manage our finances to get more of a return. He is very thoughtful in his approach. He is always available. Very plan full and keeps us on track. I don’t know what we would do without Jake!
Jacob DeLuise
Mar 20, 2021
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It's been an absolute pleasure to have the opportunity to work with Jake at Experience Your Wealth. Jake has been incredibly thoughtful, creative, and thorough in helping my wife and I map out our financial future. He took ample time to understand what's most important to my wife and I and used that vision to craft a plan for us to reach our goals.
Not only did he help us map out what the best next steps were in near, mid, and long term; he's been incredibly hands on in helping us complete the necessary tasks to reach those goals. Working with Jake has provided great peace of mind for our family
Not only did he help us map out what the best next steps were in near, mid, and long term; he's been incredibly hands on in helping us complete the necessary tasks to reach those goals. Working with Jake has provided great peace of mind for our family
Brit Minichiello
Feb 13, 2021
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We couldn't be happier about our choice to work with Jake as our family's financial planner. He's incredibly knowledgeable, candid, organized and - most importantly for us - hands-on. He's like having a CFO as a part of our family. The amount of time (and thinking) he saves us on a weekly basis is incredible. And, more than anything, he gives us peace of mind. I'd recommend him (and have!) to anyone who wants a more holistic view of/ plan for their finances.
Aimee Arnaud
Jul 10, 2020
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I feel very grateful that we had the opportunity with Jake Northrup of Experience Your Wealth. My husband and I decided we wanted to work with a financial advisor but had no idea where to start. We reached out to Jake because he has a very clear mission and demographic that he works with; everything he discusses on his website resonated with us. We were blown away by Jake's process; he truly takes the time to get to know you and understand your feelings about finances, your individual capacity for the financial plan, and your short/intermediate/long-term goals. The level of analysis and detail
