Denver, CO
Jacob Ray
Hi, I’m Jacob. Partner and Chief Operating Officer at Colorado Wealth Group. A Colorado native, I’m known for my attention to detail and my ability to simplify complex financial concepts. I work closely with clients to navigate all aspects of their financial lives—from retirement planning and company stock option divestitures to cash flow management and education planning.
My goal is to provide you with insight, clarity, and a steady hand so you can make confident decisions and achieve your version of financial success.
Jacob
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Savvy Investment Team
Avi Claire Chabot
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Avi Claire Chabot is a driven client service professional with a strong background in financial operations, relationship management, and high-touch client support. She brings more than five years of experience in the finance industry, where she developed strong skills in attention to detail, clear communication, and delivering a smooth, supportive client experience. She brings expertise in onboarding, operational workflows, and collaborative problem-solving, always aiming to make interactions efficient and seamless.
Avi Claire holds a Bachelor’s degree in Media Studies from the University of Colorado Boulder and has completed the Intuit Academy Bookkeeping Specialization, strengthening her foundation in accounting and financial operations. She combines her analytical skill set with a people-first mindset, striving to make complex processes feel approachable and to support others with patience and clarity.
Outside of work, Avi Claire lives in Denver with her boyfriend and their dog, Mowgli. She enjoys spending time with her family, traveling, photography and any activities that bring creativity and balance to her life.
Helping clients achieve their version of financial success with clarity and confidence
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DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
Take control of your financial future
Financial Planning & Analysis
Personalized wealth management helps our clients grow and protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
UNDERSTAND YOUR INCOME STREAMS
Income Planning
Understand your income with an annual plan showing where cash flow is generated, and why. This weaves together Restricted Stock Units (RSU) flows, stock option exercises, long-term capital gains, Roth Conversions, etc.
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Get to know
Jacob
Jacob brings over a decade of experience in the financial services industry to his role at Colorado Wealth Group. He holds a Bachelor’s degree in Business Administration from the University of Northern Colorado and an MBA from Western Kentucky University.
Jacob’s professional designations include Accredited Wealth Management Advisor (AWMA®) and Accredited Investment Fiduciary (AIF®).
These credentials, combined with his deep experience, allow him to deliver comprehensive, tailored financial planning and investment guidance for each client’s unique situation.
Outside of work, Jacob enjoys spending time with his wife, Leanne, and their children. They love exploring Colorado’s outdoors, trying new restaurants and breweries, and enjoying time with family and friends.
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How did you become a financial advisor?
I’ve always been drawn to helping people make informed, confident financial decisions. Over the past decade in financial services, I’ve focused on building the skills and experience necessary to guide clients through complex financial landscapes and help them achieve their goals.
What types of clients do you work with?
I work with individuals, families, and business owners who want comprehensive, strategic planning that accounts for their unique financial circumstances, including retirement, stock option divestitures, and education planning.
What areas of expertise do you have?
My expertise lies in financial planning and investment management, with an emphasis on retirement planning, cash flow analysis, risk management, and company stock/divestiture strategies. I focus on helping clients integrate all aspects of their financial lives into one cohesive plan.
What kinds of strategies do you help clients with?
I help clients develop strategies for retirement planning, cash flow management, company stock option divestitures, tax-efficient wealth management, and education planning. Each plan is tailored to the client’s goals and circumstances.
What is your favorite part of working with clients?
I enjoy helping clients see the big picture come together. Watching a plan take shape and knowing it provides clarity and peace of mind is the most rewarding part of my work. I value building long-term relationships and being a trusted partner through all of life’s financial milestones.
What is it like partnering with Savvy?
Savvy’s platform enables our team at Colorado Wealth Group to provide high-touch, fiduciary-focused service with the support of modern, integrated technology. The collaborative tools and real-time dashboards allow us to focus on strategy, insight, and personalized guidance—so clients can see and understand their full financial picture in one place.
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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
Colorado Wealth Group (“CWG”) is a financial services group offering investment advisory services through Savvy Advisors, Inc. (“Savvy”). Savvy is an investment advisor registered with the Securities and Exchange Commission (“SEC”). CWG is not a separately registered investment advisor.