Jakub Kubrak
Fiduciary Wealth Management for Families, Retirees, and Business Owners
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Serving Clients Nationwide
Fiduciary Wealth Management for Families, Retirees, and Business Owners
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Jakub Kubrak
Hi, I'm Jakub Kubrak, CEO of Kubrak Wealth Advisors. I was born in Poland and raised in New York City. With over a decade of experience in private banking, investment management, and FinTech, I’ve guided individuals and families in managing and growing hundreds of millions in assets.Before founding Kubrak Wealth Advisors, I held senior roles at Fisher Investments, JPMorgan, and Texas Capital Bank, where I built a reputation for integrity, loyalty, and a client-first approach. My philosophy is simple: listen first, understand each client’s goals, and provide clear strategies that create confidence in their financial future.
Outside of my work as a wealth advisor, I’m a former professional hockey player, an active member of the Dallas–Fort Worth community, and a dedicated family man.
At Kubrak Wealth Advisors, I lead with the mission of helping clients grow, protect, and preserve the wealth they’ve worked so hard to achieve.
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Investment Advice offered through Silver Grove Advisory Services, a Registered Investment Advisor. Kubrak Wealth Advisors LLC is a separate entity from Silver Grove Financial Group, Inc. and Silver Grove Advisory Services.
Primary Location
Dallas, Texas
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory meeting. In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles you may have. We'll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit. I look forward to speaking with you.Offers Investment Management
Yes
About Kubrak Wealth Advisors
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.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.
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.
Education
Johnson & Wales University, Bachelor of Science, Criminal Justice, Minor in Finance/Sociology/Psychology
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Individuals
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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FAQs
FAQ Disclosures
Investment Advice offered through Silver Grove Advisory Services, a Registered Investment Advisor. Kubrak Wealth Advisors LLC is a separate entity from Silver Grove Financial Group, Inc. and Silver Grove Advisory Services.
