Jake Lavely

Jake Lavely

Managing Principal

Phone: 802-748-3124 x207
Fax: 802-748-4746
E-mail:
 

Jake began his career in 2003 working for a national insurance company.  He joined AG Edwards in 2005 and joined practices with longtime business partner Bob Dimick in 2007.  After experiencing multiple mergers, the 2008 financial crisis and a range of changes to the industry between 2007 and 2011, Jake and Bob decided to take the practice independent in order to focus solely on serving their clients.  Ridgeline Wealth Management is the product of that decision.

Jake’s practice focuses on both discretionary and collaborative management approaches and is designed around every client’s individual goals and sensitivity to risk.  He has extensive experience in both growth and income strategies incorporating a diverse universe of tools and approaches. 

Currently, Jake lives in Danville, Vermont, with his daughter, Maddie.  He is an avid mountain biker and hiker, and he enjoys spending time on the trails and with family.

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