Capital Portfolio Management
Serving clients through trusted accountability
Our Personalized Approach
We help individuals looking for a trusted financial advisor and to achieve their financial goals. We treat our client’s money with the same care and respect as we would our own.
Client Focus
Individuals & Families|Pre-Retirees|Retirees
Areas Of Expertise
Financial Planning|Retirement Planning|Investment Management|Risk Management
About Us
Jared has over 30 years of experience helping individuals and families navigate their financial lives with clarity and confidence. He built his practice around a strong commitment to fiduciary responsibility, accountability, and client-first decision making, which is why he founded Capital Portfolio Management.
He takes a highly personal approach to wealth management, grounded in the belief that what he recommends to clients should reflect what he would do for himself and his own family. He invests alongside his clients using the same strategies and solutions, giving him firsthand insight into performance and reinforcing his commitment to shared outcomes. At the core of his philosophy is a focus on managing risk, which he views as the most important role he plays as an advisor—helping clients navigate changing markets while staying aligned with their long-term goals. Recognizing that no two clients are the same, he develops personalized strategies tailored to each individual’s needs, priorities, and circumstances.
In early 2025, he made the decision to partner with Farther to leverage its intelligent wealth platform and bring enhanced tools, deeper insights, and more customized strategies to current and future clients. In 2026, he joined the Focus Team to expand his retirement planning capabilities and work with experienced advisors, further deepening the insights he brings to those he serves.
Jared has been married for 34 years and has three grown children. He stays active in his community by officiating high school football and soccer in and around the state of Kansas and enjoys spending time with his family in Colorado.
Our Guiding Principles
Planning
We’ll discuss your goals to create the best path to your future success.
Investing
The easy part is investing; the hard part is aligning risk tolerance to avoid emotional decisions.
Adapting
Life is constantly changing, and we must stay adaptable and vigilant to succeed.
Succeeding
Success is personal. We are here to help our clients achieve success, but it requires a strong partnership.
Grow throughout your financial life
Farther meets you where you are in your wealth-building journey. Whether preparing for retirement, managing equity, or navigating estate planning complexities, our Intelligent Wealth Platform empowers seasoned advisors to guide every aspect of your financial life with precision.
Financial Planning
Financial planning isn't about a finish line — it's about making the right decisions along the way. Farther's advanced tools model trade-offs across spending, saving, and investing, so your financial strategy supports the life you want now and in the future.
Your all-in-one financial ecosystem
Our Intelligent Wealth Platform is protected by the highest levels of data security and compliance, and built to overcome the pain points of legacy wealth management — empowering advisors to focus on their role as your strategic guide to greater wealth.
Deep Integration With
Pershing, Apex, Schwab, Fidelity, and 90+ additional custodians
Complete Financial Operation System
AWS Security & Privacy and Plaid Connectivity
Effortless control+−
Navigate with ease through a simplified dashboard that empowers you to take command of every financial decision.
Streamlined collaboration+−
Share specific financial data with your CPA, attorney, and family members — promoting transparent and collaborative wealth management.
Centralized document hub+−
Store every financial document in one organized, secure, and easily accessible location.
Cash management+−
Our intelligent system continuously monitors your bank accounts — maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Save time and hassle+−
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.
Investments tailored to you+−
With modular investment options from Farther Asset Management and exclusive partners, you and your advisor can personalize your portfolio for your needs.
Our team, focused on your results
What it's like to work with Farther
Read reviews from Farther clients across the firm, sharing what the relationship looks like in practice. Clients rate the difference.
The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.
A higher standard of wealth advice
We understand that advisor relationships can sometimes fall short of expectations. Our approach transforms common pain points into proactive solutions, delivering a seamless, elevated client experience.
- Clear, consistent communication
- Tax-intelligent portfolio design
- Disciplined, long-term investing
- Proactive estate planning
- Regular insights and clarity