--- title: Strategies for Financial Growth | Scott Jacobs | WRP Wealth description: Download Scott Jacob's one-pager, a financial advocate providing trusted advice to LGBTQ families & small businesses to help them achieve their goals. --- ![wrp-logo](https://info.wrpwealth.com/hubfs/wrp-logo.svg) # Strategies for **Financial Growth** ## Helping You Achieve Financial Peace of Mind Scott Jacobs is a financial services advocate with 30 years of experience. He has held prestigious roles at major firms like UBS, Prudential, and Wells Fargo, dating back to his time at PaineWebber in 1994. Known for his down-to-earth approach, Scott simplifies financial education for his clients, emphasizing long-term investing strategies. He is dedicated to empowering LGBTQ families, technology professionals, small business owners, and other vulnerable communities. With his seasoned expertise and genuine care for clients' financial well-being, Scott aims to help people achieve peace of mind through trusted financial advising services including: - **Tax Planning & Preparation** - **Property & Casualty Insurance Review** - **NextGen Planning** - **And Many More!** About WRP ## An Acclaimed Firm ![](//7528302.fs1.hubspotusercontent-na1.net/hubfs/7528302/raw_assets/public/mV0_d-web-default-modules_hubspot/img/slider-light-image.jpg) **Named One of the Top 300 Registered** **Investment Advisers by Financial Times** ![](//7528315.fs1.hubspotusercontent-na1.net/hubfs/7528315/raw_assets/public/mV0_d-web-default-modules_hubspot/img/slider-dark-image.jpg) **Different Title Outdated** **Investment Advisers by Financial Times** ![](//7528302.fs1.hubspotusercontent-na1.net/hubfs/7528302/raw_assets/public/mV0_d-web-default-modules_hubspot/img/slider-light-image.jpg) **Named One of the Top 300 Registered** **Investment Advisers by Financial Times** ## Expertise Showcased in Leading Publications - ![CSA Journal Logo](https://info.wrpwealth.com/hs-fs/hubfs/CSA%20Journal%20Logo.png?width=400&height=255&name=CSA%20Journal%20Logo.png) - ![Forbes Logo-1](https://info.wrpwealth.com/hs-fs/hubfs/Forbes%20Logo-1.jpg?width=1200&height=1200&name=Forbes%20Logo-1.jpg) - ![MoneyGeek Logo](https://info.wrpwealth.com/hs-fs/hubfs/MoneyGeek%20Logo.png?width=1000&height=280&name=MoneyGeek%20Logo.png) - ![Silicon Valley Business Journal Logo](https://info.wrpwealth.com/hs-fs/hubfs/Silicon%20Valley%20Business%20Journal%20Logo.png?width=338&height=149&name=Silicon%20Valley%20Business%20Journal%20Logo.png) - ![Financial Times Logo](https://info.wrpwealth.com/hs-fs/hubfs/Financial%20Times%20Logo.png?width=2560&height=209&name=Financial%20Times%20Logo.png) ## We've Helped Clients At ![LinkedIn Logo](https://7253999.fs1.hubspotusercontent-na1.net/hubfs/7253999/LinkedIn%20Logo.svg) ![Amazon Logo](https://7253999.fs1.hubspotusercontent-na1.net/hubfs/7253999/Amazon%20Logo.svg) ![PayPal Logo](https://7253999.fs1.hubspotusercontent-na1.net/hubfs/7253999/PayPal%20Logo.svg) ![Visa Logo](https://7253999.fs1.hubspotusercontent-na1.net/hubfs/7253999/Visa%20Logo.svg) ![Keep Truckin Logo](https://7253999.fs1.hubspotusercontent-na1.net/hub/7253999/hubfs/Keep%20Truckin%20Logo.png?width=1200&length=1200&name=Keep%20Truckin%20Logo.png) ![Bill.com Logo](https://7253999.fs1.hubspotusercontent-na1.net/hub/7253999/hubfs/Bill.com%20Logo.png?width=1200&length=1200&name=Bill.com%20Logo.png) ![Databricks Logo](https://7253999.fs1.hubspotusercontent-na1.net/hub/7253999/hubfs/Databricks%20Logo.png?width=1200&length=1200&name=Databricks%20Logo.png) ![Plenty Logo](https://7253999.fs1.hubspotusercontent-na1.net/hub/7253999/hubfs/Plenty%20Logo.png?width=1200&length=1200&name=Plenty%20Logo.png) ![Procore Logo](https://7253999.fs1.hubspotusercontent-na1.net/hub/7253999/hubfs/Procore%20Logo.png?width=1200&length=1200&name=Procore%20Logo.png) ![Highspot Logo](https://7253999.fs1.hubspotusercontent-na1.net/hub/7253999/hubfs/Highspot%20Logo.png?width=1200&length=1200&name=Highspot%20Logo.png) ![Twitter Logo](https://7253999.fs1.hubspotusercontent-na1.net/hubfs/7253999/Twitter%20Logo.svg) ![Affirm Logo](https://7253999.fs1.hubspotusercontent-na1.net/hub/7253999/hubfs/Affirm%20Logo.png?width=1200&length=1200&name=Affirm%20Logo.png) ![Uber Logo](https://7253999.fs1.hubspotusercontent-na1.net/hub/7253999/hubfs/Uber%20Logo.png?width=1200&length=1200&name=Uber%20Logo.png) ![Toast Logo](https://7253999.fs1.hubspotusercontent-na1.net/hub/7253999/hubfs/Toast%20Logo.png?width=1200&length=1200&name=Toast%20Logo.png) ![SpaceX Logo](https://7253999.fs1.hubspotusercontent-na1.net/hub/7253999/hubfs/SpaceX%20Logo.jpeg?width=1200&length=1200&name=SpaceX%20Logo.jpeg) ![Niantic Logo](https://7253999.fs1.hubspotusercontent-na1.net/hub/7253999/hubfs/Niantic%20Logo.jpeg?width=1200&length=1200&name=Niantic%20Logo.jpeg) ![Cloudflare Logo](https://7253999.fs1.hubspotusercontent-na1.net/hub/7253999/hubfs/Cloudflare%20Logo.png?width=1200&length=1200&name=Cloudflare%20Logo.png) ![Coinbase Logo](https://7253999.fs1.hubspotusercontent-na1.net/hub/7253999/hubfs/Coinbase%20Logo.png?width=1200&length=1200&name=Coinbase%20Logo.png) ![Alphabet Logo](https://7253999.fs1.hubspotusercontent-na1.net/hub/7253999/hubfs/Alphabet%20Logo.png?width=1200&length=1200&name=Alphabet%20Logo.png) ![Marqeta Logo](https://7253999.fs1.hubspotusercontent-na1.net/hub/7253999/hubfs/Marqeta%20Logo.png?width=1200&length=1200&name=Marqeta%20Logo.png) ## Guiding You Confidently Toward the Financial Future You Envision - Wealth management centered around purpose and relationships - Seamless integration of tax and estate planning with an experienced team - Tailored solutions for individuals with sophisticated financial demands, such as: ### **Retirees** ### **Executives** ### **Small Business Owners** ### **Divorcees** ### **Widows** ### **Real Estate Investors** ### **Nonprofit** ### **LGBTQ+ Community** ## Contact ![Scott Jacobs headshot](https://info.wrpwealth.com/hs-fs/hubfs/Headshots/20250131_WRP_Scott_Jacobs_0045_WEB.jpg?width=1067&height=1600&name=20250131_WRP_Scott_Jacobs_0045_WEB.jpg) ### Scott Jacobs ##### Partner **[sjacobs@wrpwealth.com](mailto:sjacobs@wrpwealth.com) O: [(408) 201-9570](tel:4082019570) C: [(415) 902-5258](tel:4159025258)** ### Scott’s Wealth Management Team **Maria Ramey** Operations Specialist **Cheryl Brown** Financial Planner **Dariya Tes** Financial Planner [![wrp-logo](https://info.wrpwealth.com/hubfs/wrp-logo.svg "wrp-logo")](http://wrpwealth.com)