Celina, TX, Oct. 16, 2025 (GLOBE NEWSWIRE) — Seasoned Financial Advisor Jakub Kubrak has launched his own independent fiduciary firm, Kubrak Wealth Advisors, with the goal of simplifying complex wealth management topics for everyday individuals.
Drawing on more than a decade of experience at top financial institutions—including Fisher Investments, JPMorgan, and Texas Capital Bank—Kubrak now leads his firm with a mission to help retirees, families, and business owners create strategies that align their wealth with their life goals.
### About Jakub Kubrak and Kubrak Wealth Advisors
Kubrak Wealth Advisors provides comprehensive services including Financial Planning, Retirement Planning, Investment Management, Estate Planning, and Tax Planning tailored specifically for business owners. The firm’s approach blends institutional-level strategy with personalized service, empowering clients to make clear, confident financial decisions at every stage of life.
### Leveraging Experience to Create Clarity
After years of working with high-net-worth clients and private banking divisions, Jakub Kubrak identified a common issue: many individuals have access to financial tools but lack a cohesive, values-based strategy that connects their investments to what matters most.
“My goal is to help clients see the big picture—not just where their money is, but what it’s doing for them,” said Jakub. “We simplify complexity, replace jargon with clarity, and help people build financial strategies that preserve what they’ve worked hard to achieve.”
This focus defines Kubrak’s transition from corporate institutions to an independent advisory model. Operating as a fiduciary, Kubrak Wealth Advisors acts solely in the client’s best interests, offering unbiased guidance built on transparency, education, and trust.
### Key Service Areas
Kubrak Wealth Advisors meets clients wherever they are in their financial journey—whether just beginning to build wealth, preparing for retirement, or planning a legacy for future generations. The firm’s service offerings are structured to work together as a cohesive, evolving plan:
– **Retirement Planning:** Crafting sustainable income and investment strategies that provide stability through market cycles.
– **Investment Management:** Designing diversified, evidence-based portfolios aligned with clients’ risk tolerance and long-term objectives.
– **Estate and Legacy Planning:** Coordinating with legal and tax professionals to protect assets and ensure efficient wealth transfer.
– **Tax Planning for Business Owners:** Developing personalized strategies to optimize after-tax returns, reinvestment, and succession.
– **Comprehensive Financial Planning:** Building holistic roadmaps that unify cash flow, goals, and values into a single, integrated plan.
Each client engagement begins with an in-depth discovery process to fully understand the client’s financial picture. From there, Jakub and his team craft tailored strategies designed to meet each individual’s unique needs and goals.
### A Modern, Human-Centered Approach
While grounded in traditional wealth management principles, Kubrak Wealth Advisors embraces the efficiency of modern technology. Clients gain access to digital tools such as Social Security retirement income estimators, federal income tax calculators, and comprehensive mortgage calculators to simplify budgeting and planning.
Despite this technological integration, the firm’s hallmark remains its human connection—providing direct access to a trusted advisor who listens, educates, and serves as a long-term partner.
“Technology allows us to deliver greater transparency and precision, but financial advice will always be a human relationship at its core,” said Jakub. “We use data and digital tools to give clients clearer insights, yet the most meaningful progress happens through conversation. Our role is to listen, understand, and guide clients through life’s financial decisions with clarity and empathy.”
Through this blend of modern technology and a client-centered focus, Kubrak Wealth Advisors connects the precision of institutional planning with the accessibility families and business owners need to make value-aligned choices.
### Empowering Clients Through Clarity, Education, and Trust
With the launch of Kubrak Wealth Advisors, Jakub begins a new chapter dedicated to making professional financial guidance more personal, transparent, and effective. The firm is currently welcoming new clients who want to take a proactive approach to managing and preserving their wealth.
By combining institutional experience with an independent, client-first framework, Jakub offers a structured yet approachable path toward financial clarity. His long-term vision is to build a firm recognized for its integrity, education-focused planning, and ability to help clients achieve financial freedom.
To learn more about Kubrak Wealth Advisors or to schedule a consultation, please visit the company website.
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### About Kubrak Wealth Advisors
Kubrak Wealth Advisors is an independent, fiduciary wealth management firm founded by Jakub Kubrak to help families, retirees, and business owners simplify the complexities of wealth and align financial strategies with life goals and personal values.
Based in Dallas, Texas, the firm offers comprehensive Financial, Retirement, Investment, Estate, and Tax Planning services tailored to each client’s stage of life. Kubrak Wealth Advisors operates with a client-first philosophy, leveraging institutional processes and modern technology to deliver clear, goal-driven guidance.
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### Media Contact
**Company Name:** Kubrak Wealth Advisors
**Contact Person:** Jakub Kubrak, CEO
**Contact Number:** (469) 530-4303
**Email:** [email protected]
**Country:** United States
**Website:** [Kubrak Wealth Advisors](#)
*Investment advice offered through Silver Grove Advisory Services, a Registered Investment Advisor. Kubrak Wealth Advisors LLC is a separate entity from Silver Grove Financial Group, Inc. and Silver Grove Advisory Services.*
https://www.globenewswire.com/news-release/2025/10/16/3167633/0/en/Jakub-Kubrak-Launches-Kubrak-Wealth-Advisors-to-Simplify-Complex-Wealth-Management.html
