Jack Rafferty, CFP®

Vice President, Wealth Advisor

Jack joined Rothschild Wealth Partners in 2024. He serves as a Wealth Advisor, working directly with his clients to create and maintain a customized integrated financial plan to address all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits, and estate planning.

Prior to joining Rothschild, Jack honed his skills as a financial planner for an independent wealth management firm. His entire career has been dedicated to the financial services industry, where he has developed an in-depth knowledge of serving clients with integrated wealth management.

Jack’s academic background serves as a testament to his dedication and knowledge in the financial services industry by earning a Bachelor of Science in Finance from the University of Kansas.

Outside of work, Jack is an avid golfer, basketball player, and scuba diver. He values his time with family and friends, often spending his spare time with them.

Our Independent Financial Advisory Team

We believe that our strength lies in our team. We bring together a diverse group of financial professionals, each with their own skills and experiences, to help you organize, protect, and grow your money.

Live your best financial life with the help of a true independent fiduciary like Rothschild Wealth Partners. 

Let Us Help Define Your Success

There are a lot of ways to define success. It’s not about money, but about how you can live your best life. Let’s talk about how you can define your own success.

Start a Conversation

There are a lot of ways to define success. It’s not about money, but about how you can live your best life. Let’s talk about how you can define your own success.