kid and his dog on a bicycle

A Note from chad & Jake

It’s your unique journey…
with our support.

To begin, we would like to express our sincere thanks for the enthusiasm we have received from all of you. The exciting decision to launch our own practice came after countless hours of research and always keeping your best interest at heart.

Why the name Kickstand? Our aim is to provide ever-ready support throughout your life—a partner you can trust to lean on. We get to know you personally, care deeply about the outcome and find joy in helping you achieve it. When it comes to all things financial, we’re here so you can rest easy.

We launched Kickstand to serve you in more ways and with greater freedom. We are now a completely independent fiduciary looking out solely for your best interest. You’ll have access to even more planning tools and investment resources; instead of selecting a solution from one menu, there will be dozens from which to choose.

As advisors, it’s a privilege to travel through life together with our clients. The greatest compliment is hearing the words “We can’t imagine doing this without you.” It’s your unique journey…with our support.

For us, this is more than a career—it’s a calling. We couldn’t be more excited and look forward to seeing you soon.

With Gratitude,


Chad and Jake

Co-Founders, Kickstand Wealth Advisors

Chad and Jake
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