About Us
Jason Carter, CFA®, MBA
Managing Partner | Wealth Advisor
Jonathan Spoolstra, CFP®, MPAS®, RICP®, CKA®
Managing Partner | Wealth Advisor
Curiosity
We believe thoughtful advice begins with genuine understanding. That means taking the time to ask the right questions, listen closely, and remain engaged as life evolves. We don’t rush decisions—instead, we aim to keep conversations clear, focused, and grounded in what matters most to you.
Competence
We are committed to taking the time to understand each client’s financial situation and to staying involved as circumstances change. That usually means asking a few more questions and not rushing decisions. We aim to keep things clear and focused, so clients understand their options and can make informed decisions.
Integrity
Integrity shapes how we show up for our clients and for each other. We aim to be steady, transparent, and consistent in every interaction. That means clear communication, thoughtful guidance, and a level-headed approach, even as circumstances or markets shift.
Hospitality
We believe that clients should feel comfortable reaching out, whether it is something small or something that needs more time. We are committed to open conversations and treating clients like family.
What's Behind The Name,
Cana Wealth?
Jesus began his public ministry in Galilee and three days later blessed the wedding at Cana with his first miracle, confirming the truth of His witness.
There are many remarkable things about that miracle. One aspect resonated with us as we thought about the work we do with our clients. The guests were all surprised to find that the host had saved the best wine for last.
It is our hope that we can help you to receive your retirement with similar joy. It is also a reminder to us all that the best is yet to come.