For Your Financial Health For Your Financial Well-Being
Serving Boulder, Louisville, Broomfield and the Surrounding Communities
Sanitas is a Latin word meaning health and well-being. Consistent with that meaning, the mission of Sanitas Wealth Management is to help clients to improve their financial health and well-being. We typically work with clients who are in or are planning retirement from from careers as executive level employees or business owners. These individuals tend to have higher earnings versus peers, may have significant wealth tied to executive compensation through restricted stock, options or closely held businesses, and want to grow their wealth through risk-aware investing and tax efficient decisions.
For qualified clients, Sanitas offers Wealth Management Services as our core focus. Wealth Management clients benefit from financial planning and investment management services with ongoing re-evaluation and implementation support.
Occasionally, we work with clients who simply want a point-in-time financial plan without a need or desire for ongoing planning support. We generally provide such plans on a flat-fee basis.
Standalone investment management services also are available, but we have found investment management to be more beneficial when informed by a financial plan. As a result, we typically discourage investment management only relationships.
Jaco founded Sanitas Wealth Management after two decades in the financial services industry. His career in financial services started in 1996, and has spanned multiple roles from entry-level customer service, to high net worth financial planner, to direct oversight of a $2 billion portfolio as Chief Investment Strategist of a national broker-dealer.
An analytic nerd at heart, Jaco is a CERTIFIED FINANCIAL PLANNERTM practitioner and a Chartered Financial Analyst charter holder, among other professional certifications.
Jaco and his wife Samantha live in Superior with their dog Skye, and welcomed a baby boy to the family in 2019.