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Chris Jacob, founder of Cadeau, is a highly experienced wealth coach specializing in working with a select group of affluent families in order to help determine the mission, vision, values and goals that help families protect, preserve and perpetuate wealth.

We employ a proprietary system and a step-by-step process that helps us to review the estate, business, and investment planning already done and offer unique strategies, tactics, and tools that preserve wealth and reduce taxes.

Our 25 years of experience in the financial services industry, along with our strategic partnerships and resources nationwide, enable us to bring a more sophisticated level of planning to our clients. Our choice to work with only a handful of new families each year enables us to provide a higher level of attention and technical capability for our clients.

Chris Jacob is an Investment Advisor Representatative with and Securities and Investment Advisory Services are offered through Transamerica Financial Advisors, Inc., (TFA) member FINRA and SIPC & Register Investment Advisor. Non Securities products and services are not offered through TFA. Neither TFA nor its Representatives give tax or legal advice; please consult with and rely solely upon independent tax or legal advisors regarding your particular situation. TFA is not affiliated with Cadeau.

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