Broker Check
Jake Lavely

Jake Lavely

Wealth Manager & Managing Principal

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 living through multiple mergers, acquisitions, the 2008 Financial Crisis, and a range of industry changes between 2007 and 2011, Jake and Bob decided to take their practice independent to focus solely on serving their clients. Ridgeline Wealth Management is the product of that decision.

Jake's practice focuses on private, discretionary wealth management for the multi-generational families he works with. His approach centers upon identifying the appropriate level of risk for each family, and then seeks to capture both growth and income to fit into each family's specific short- and long-term goals. He has extensive experience managing portfolios to those objectives, incorporating a diverse universe of tools and approaches.

Jake and Kate live in Hinesburg, VT with their three daughters – Ava, Maddie, and Liv (as well as two dogs – Arlo and Gloria- and their cat, Captain Meatball McFuzzface). When he isn't working, Jake enjoys spending time with his family, running and mountain biking.