Jacob LaRue, CFP®

Hi there! I’m Jacob LaRue, CFP®, a Wealth Manager from Minneapolis, MN, passionate about providing tailored retirement planning services to MedTech employees and their families. As part of the Perspective 6 Wealth Advisors, I assist in comprehensive financial plan development, investment management, and running client review meetings. With focus areas across retirement income planning, Social Security analysis, and retirement distribution analysis, I’m dedicated to helping clients achieve financial freedom in retirement. 

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Minneapolis, MN

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Perspective 6
Wealth Advisors

We guide people to financial freedom by helping align their money with their values. Founded by Matt Nelson in 2006, Perspective 6 Wealth Advisors has spent nearly two decades helping MedTech professionals maximize their benefits, reduce their taxes, and plan for financial freedom. The Perspective 6 name comes from the art world. In a six-point perspective, the viewer sees a complete 360-degree view on a single surface. Similarly, Perspective 6 Wealth Advisors takes a 360-degree look at your entire life to help clients make smart decisions with their money.

Matt NelsonMatthew Finley
OUR TEAM:

Abbey Marquardt

Brandon Hebert

Emily Peterson

Grace Hennen

Karissa McLaren

Learn more about Perspective 6
How jacob works with clients
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“As people, we all have different goals in life. I love helping each client create their specific path to achieving their goals.” 

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How can I help?

Retirement Planning

DREAMS INTO ACTIONABLE PLANS
Transition into your golden years with confidence, regardless of age. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans with confidence and peace of mind.
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Financial Planning & Analysis

Take control of your financial future
Personalized wealth management helps our clients grow and protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
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Income Planning

UNDERSTAND YOUR INCOME STREAMS
Understand your income with an annual plan showing where cash flow is generated, and why. This weaves together Restricted Stock Units (RSU) flows, stock option exercises, long-term capital gains, Roth Conversions, etc.
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Monthly recaps on financial markets. Stay in the loop with Jacob.

Get to know Jacob

Jacob LaRue, CFP®, a Wealth Manager from Minneapolis, MN, has spent nearly a decade providing tailored retirement planning services to MedTech employees and their families. As a Bachelor of Science in Financial Planning at Western Kentucky University, Jacob became passionate about financial literacy and how he could help others manage their finances more efficiently. His desire to help others through comprehensive financial planning led him to join Perspective 6 Wealth Advisors as a Financial Advisor in 2016. Since then, he’s been dedicated to helping families and individuals pursue their personal and financial goals.

In addition to his CFP® certification, Jacob has specialized knowledge in: 

  • Employee Benefits

  • Retirement Income Planning 

  • Social Security Analysis 

  • Pension Analysis

  • Retirement Distribution Analysis 

He also serves on the Perspective 6 Wealth Advisors Investment Committee.

Outside of work, Jacob loves to spend time with his family, Haley, Jace, Maeve, Kyler, and their cat, Kitty. Together, the family enjoys traveling, playing sports, and trying new local foods and shops. Jacob also enjoys baseball, golf, and playing on a local flag football team.

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How did you become a financial advisor?

As a Bachelor of Science in Financial Planning at Western Kentucky University, I became passionate about financial literacy and how I could help others manage their finances more efficiently. Fueled by my desire to help others through comprehensive financial planning, I joined Perspective 6 Wealth Advisors as a Financial Advisor in 2016. Since then, I’ve been dedicated to helping families and individuals pursue their personal and financial goals.

Is there a unique approach that sets you apart?

My team and I take a holistic approach to financial planning. This all-encompassing approach to financial planning aims to ensure that all areas of your financial life are optimized.

What types of clients do you work with?

Our team works closely with clients, such as executives, directors, and employees, who receive equity compensation as part of their benefit package. We serve many clients in the MedTech industry, some of whom are still working and others who are retired. We also help clients who are entrepreneurial, whether they are consultants or small business owners.

WHAT'S YOUR FAVORITE PART ABOUT WORKING WITH CLIENTS

I love that every client is different. As people, we all have different goals in life. I love helping each client create their specific path to achieving their goals.



What areas of expertise do you have?

Our team has expertise in several areas, including equity compensation, tax planning, retirement planning, and investment management. I have specific focus areas that include financial planning across:

  • Employee Benefits

  • Retirement Income Planning 

  • Social Security Analysis 

  • Pension Analysis

  • Retirement Distribution Analysis 

Working with Savvy

Savvy allows our team to be more efficient and focus on what really matters to our clients. 


What types of strategies do you usually help clients with?

Our team helps clients implement strategies in several areas. We help clients evaluate exercising their stock options and the resulting tax ramifications. We also analyze taxes on a year-to-year basis to ensure appropriate strategies are in place long-term. We also incorporate charitable giving and estate tax into the financial plan. We additionally discuss spending from appropriate accounts during retirement years. Finally, we attempt to capture meaningful returns while minimizing portfolio risk for our clients.


CONNECT WITH JACOB

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Perspective 6 Wealth Advisors is an investment advisory team representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Perspective 6 Wealth Advisors is used as a marketing name only and is not separately registered. All advisory services are offered through Savvy Advisors.

Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.

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Michael McCarthy, CFP®

Investment Operations & Client Experience Lead

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Mike has been in the wealth management industry for 10 years, beginning his career at BNY Mellon’s Silicon Valley office. There, he learned the intricacies of wealth management and discovered his passion for helping families achieve their financial goals. He later became a Portfolio Manager at an ultra-high net worth RIA in Boston, where he honed his skills in developing custom investment strategies for clients.

Inspired by Savvy’s mission to bring a tech-focused energy to the wealth management industry, Mike joined the firm in July 2022 to drive the launch and continued evolution of their advisory capabilities. At Savvy, Mike has played a key role in developing, launching, and managing the in-house investment solution, Savvy Wealth Investment Management (“SWIM”). He also leads Savvy’s Client Experience Team, partnering closely with associates and advisors and aimed at  producing best-in-class services for their clients.  

Mike is a graduate of Northeastern University and holds his Certified Financial Planner™ (CFP®) designation. He resides in New York with his wife, Alex, and their golden retriever, Bondi.

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Abbey Marquardt

Practice Manager

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As Practice Manager, Abbey Marquardt, is the team lead for client services and ensures exceptional communications and service to clients. Previously, Abbey worked for 10 years in customer service and management positions. In 2018, Abbey joined Perspective 6 Wealth Advisors.

As a Colorado native, Abbey enjoys outdoor activities and spending time at their family cabin with her husband, Alex, and their two sons, Oliver and Wyatt. When she isn’t chasing her toddler or changing diapers, she relaxes by playing golf, cooking, or reading.

Brandon Hebert

Senior Client Service Associate

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As a Client Service Associate, Brandon Hebert strives to create and execute streamlined, effective processes that work closely with clients’ goals. He is always ready to address any questions or requests clients may have. He believes in finding and maximizing efficiencies for Perspective 6 Wealth Advisors so clients are served promptly and thoughtfully.

In 2013, Brandon started his career in the financial industry at Focus Financial Network as an intern, where he gained experience and knowledge by working with multiple financial advisors. In 2018, he joined Perspective 6 Wealth Advisors full-time as a Senior Client Service Associate.

Brandon spends his time in the chain of lakes near Uptown Minneapolis, as he enjoys running and walking throughout the year. He loves spending time with his family, being entertained by his niece and nephews, and watching football.

Emily Peterson

Marketing & Communications Coordinator

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In 2023, Emily Peterson began working for Perspective 6 as a Client Service Associate and has since transitioned into a role as the Communications & Marketing Coordinator. Emily uses her skills in customer service and office management to maintain a warm and welcoming client experience at Perspective 6 Wealth Advisors. 

Emily enjoys spending her time with loved ones, especially her partner, Nick, and their two dogs, Albert and Auggie. Together, they love to travel near and far to spend time in nature or rock out to their favorite bands. In her spare time, Emily can be found digging in her garden or checking out a local restaurant.

Grace Hennen

Financial Planning Associate

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After she graduated from college in 2024, Grace began working with Perspective 6 Wealth Advisors as a Financial Planning Associate. Grace is passionate about financial planning and helping people achieve their goals. As a Financial Planning Associate, Grace is responsible for ongoing financial planning analysis and research and portfolio maintenance. In addition, Grace assists clients with day-to-day activities such as ensuring our financial planning data is up to date or helping clients with account-related questions. 

Grace enjoys spending time with her family and their two dogs, Tango and Frankie. In her free time, Grace enjoys being with her friends, spending the day on the lake, and camping with her dad.

Karissa McLaren

Financial Planning Associate

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Following her graduation in 2024, Karissa McLaren began working for Perspective 6 Wealth Advisors as a Financial Planning Associate. During her time in college, she discovered her passion for serving others in various capacities. That passion, coupled with her interest in finance and investments, has led her to a career in financial planning with the aspiration of becoming a licensed Financial Advisor. Karissa looks forward to learning the depths of the industry and forming relationships with clients.

Karissa enjoys spending her free time in the great outdoors. You’ll often find her going on a run, reading a good book, traveling to a new place, or spending time with loved ones.