About
Jake has 25 years of experience in the financial industry. He specializes in comprehensive financial planning and asset management for high net worth clients to help them achieve their long-term goals. He loves building personal relationships with his clients and enjoys the trust he earns over family generations.
Jake lives in East Troy, Wisconsin with his wife, Jessica, and two daughters, Isabella and Grace. He is a dedicated family man who enjoys watching his daughters play basketball, volleyball, softball, and football. Jake spent more than 10 years on the East Troy volunteer fire department to support his local community. He is an avid outdoorsman who enjoys hunting and fishing especially during the cold Wisconsin winters.
Education
- BS - Finance and Economics, University of Wisconsin - La Crosse
Resources from Jake Peroceschi
No results found
We searched through our content archive and didn't find any matches.
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation