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Jane B

Series 65

Chatham, MA

Motiv8 Investments LLC

Jane Bourette is a financial advisor at Motiv8 Investments LLC with 16 years of industry experience. She holds a Series 65 designation and has worked at multiple firms, including Coast to Coast Financial Planning, LLC and Jwkodak Capital Management. Outside of advising, she is licensed to sell insurance and annuity products and is a licensed real estate salesperson for referral purposes. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning services to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored advice based on client goals and risk tolerance, utilizing a range of analytical methods and investment strategies.

General estate planning guidance Cash flow / budgeting College savings (529s, UTMA, etc.) Wealth management
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