Why we're here
Jacques Wealth Management started in 2019 with a simple belief: everyone deserves the confidence that comes with understanding and owning their financial future. Not just knowing what's in your accounts, but actually getting it—why it matters, how it works, and what it means for your life.
Too many people feel like money is something that happens to them rather than something they control. We're here to change that. Financial planning should feel accessible, empowering, and tailored to your life—not like reading a textbook written in a language you never learned.
how we work
Education is at the heart of everything we do. If you work with us, you'll leave every meeting understanding more than when you arrived. (Lisa jokes that no one gets out without a quiz!) This isn't about showing off how much we know—it's about making sure you know enough to feel confident in your decisions.
When you understand your wealth, you can use it to create real freedom, meaningful opportunities, and a legacy that matters. That's the goal. Not just growing your accounts, but giving you the tools to build the life you actually want.
our roots in healthcare
We have deep relationships with local hospitals and healthcare professionals—relationships built over a lifetime of work in the field. Our founder spent years as a nurse before transitioning to financial planning, and that background shapes how we think about everything we do.
Healthcare workers understand systems, protocols, and the importance of prevention over crisis management. They also understand what it means to work long hours, carry stress home, and wonder if all that sacrifice will actually pay off when it's time to retire. We get it because we've lived it. And we know how to translate complex medical schedules, benefits packages, and retirement options into actionable plans.
what drives us
A secure retirement is one of the greatest gifts you can give yourself—and the people you love. We're committed to helping our clients prepare for the future with confidence, knowing the years ahead are built on a strong financial foundation.
Our founder built this firm as a woman in business who knows what it means to break barriers, make bold choices, and balance ambition with responsibility. That perspective shapes how we serve all our clients—both women and men—with clarity, respect, and true partnership. Because money doesn't care about your gender, your background, or where you started. What matters is where you're going and whether you have someone in your corner who's committed to helping you get there.
Lisa Jacques
Financial Advisor
Lorry D'Ascanio
Office Manager