Financial Advisors in Braintree, MA
Receive personalized financial guidance from experienced advisors serving individuals, families, professionals, retirees, and business owners in Braintree and surrounding South Shore communities.
Comprehensive Financial Planning in Braintree
Build a coordinated financial plan based on your income, assets, liabilities, tax considerations, retirement goals, risk tolerance, family priorities, and long-term objectives.
Fiduciary Financial Guidance
Learn how fiduciary financial advice can help align investment, retirement, tax, insurance, and estate-planning decisions with your best interests.
Certified Financial Planner Services
Work with a financial professional who can help organize complex financial decisions and create a practical strategy for pursuing short- and long-term goals.
Retirement Planning for Braintree Residents
401(k), 403(b), IRA, and Roth IRA Planning
Evaluate workplace retirement plans, traditional and Roth IRAs, contribution strategies, account consolidation, and tax-aware retirement savings opportunities.
Retirement Income and Withdrawal Strategies
Develop a sustainable retirement-income plan that considers pensions, investment withdrawals, required minimum distributions, inflation, longevity, taxes, and healthcare expenses.
Social Security and Medicare Planning
Review Social Security claiming decisions, Medicare enrollment, supplemental coverage, healthcare costs, and their relationship to your broader retirement strategy.
Investment Management and Wealth Management
Personalized Investment Portfolio Management
Create and maintain a diversified investment portfolio based on your financial goals, time horizon, liquidity needs, and tolerance for market risk.
Asset Allocation and Portfolio Rebalancing
Coordinate stocks, bonds, mutual funds, exchange-traded funds, cash, and other appropriate assets through disciplined allocation and rebalancing strategies.
Tax-Efficient Investment Strategies
Consider asset location, capital gains, tax-loss harvesting, charitable giving, and account-withdrawal sequencing as part of an integrated financial plan.
Tax, Estate, and Legacy Planning Coordination
Tax Planning with Your Financial Strategy
Coordinate financial decisions with qualified tax professionals to address income taxes, investment taxes, retirement distributions, charitable contributions, and business-owner considerations.
Estate Planning and Wealth Transfer
Review beneficiary designations, trusts, wills, powers of attorney, charitable intentions, and multigenerational wealth-transfer goals in coordination with qualified estate-planning attorneys.
Financial Planning for Individuals and Families
College and Education Funding Strategies
Explore 529 plans, education savings, financial aid considerations, and ways to balance college funding with retirement and other family priorities.
Insurance and Risk Management Review
Evaluate life insurance, disability insurance, long-term care planning, emergency reserves, and other strategies designed to protect your financial plan.
Financial Advice for Business Owners and Professionals
Business Owner Retirement and Succession Planning
Address business retirement plans, cash-flow coordination, succession planning, key-person risks, ownership transitions, and personal wealth diversification.
Executive Compensation and Employee Benefits Planning
Evaluate stock compensation, deferred compensation, workplace benefits, retirement plans, and concentrated equity positions within a comprehensive financial strategy.
Serving Braintree and South Shore Communities
Financial planning services are available to eligible clients in Braintree, Norfolk County, and nearby communities such as Quincy, Weymouth, Milton, Randolph, Holbrook, Canton, and the greater South Shore area.
Meet With a Financial Advisor in Braintree, Massachusetts
Schedule a consultation to discuss retirement planning, investment management, wealth management, tax-aware strategies, estate-planning coordination, and your long-term financial goals.
Jacob Graff
Managing Director, Financial Advisor, IAR, ChFC
Jake Graff is a Manager and Financial/Investment Advisor at Rise North Capital. Jake focuses on helping clients identify and prioritize their lifestyle goals and financial objectives to then map out short and long-term financial goals. Jake sees his responsibility as a call to arms and ensures that his clients are always fully educated on every topic of interest and import.
Jake has been in the financial services industry for the past 8 years, though he has always been motivated to serve others. Prior to joining Rise North Capital, Jake served in the United States Navy as a Seabee. Now, as a Financial Advisor, Jake has found a new way to continue his service to others by guiding individuals, families, and business owners to achieve financial goals and overcome obstacles.
Jake earned both his Bachelor of Arts degree in Criminal Justice and his Master's degree in Conflict Resolution from the University of Massachusetts Boston. Jake is the father of two boys and when he used to have free time he enjoyed writing, playing with his golden retrievers, Moose and Gator, and adventuring to new restaurants, breweries, wineries, and distilleries with his wife. He is also an avid college football and NFL fan and has a 1st-degree black belt in Krav Maga. Jake lives in Rehoboth, MA.
Jake is insurance licensed in MA, RI, CT, NH, FL, TX, SC, CA, ID, ME, NY, PA, VA, AR, CO, NV, OH, OR, TN, and WA.
