Welcome, Wealth With Options Clients.
Same Advisors, Same Commitment, Deeper Bench.
Jackie and Ryan chose BKFi because it looks a lot like the firm you already know: independent, fiduciary, and planning first. Same advisors, same commitment. What changes is the depth behind them: advanced tax strategy, trust and estate planning, and family office resources built for complex relationships.
Everything you count on, plus a deeper bench.
Your Advisors Stay
Jackie Lewis and Ryan Goldenhar continue to lead your relationship, now as leaders and shareholders at BKFi.
Advanced Tax Strategy
Tax preparation, filing, and proactive multi year planning from an in house tax team that knows your full picture.
Trust And Estate Planning
Wealth transfer, gifting, and governance for your family and the next generation, designed with your attorney.
Family Office Capabilities
Consolidated oversight of entities, accounts, and outside advisors, under one accountable fiduciary team.
The advisors you know, at the firm they chose.
Jackie Lewis →
CFP®, MBA · Partner, Private Client PracticeCo-founded Wealth With Options in 2019 after a career serving private bank clients. Leads planning for executives, founders, and their families.
Ryan Goldenhar →
CFA, CFP® · Partner, Private Client PracticeCo-founded Wealth With Options in 2019. Deep experience guiding larger, more complex relationships and shaping investment strategy.