For over 18 years Jason has helped individuals, families and business owners gain control of their complex financial challenges to positively impact their quality of life. By coordinating with his experienced team, along with your own tax and legal consultants, Jason works to design cost-effective and tax-efficient strategies. Jason's approach ensures that your goals, objectives and risk tolerance are properly considered and managed. The result of this process is a well-constructed and highly personalized, comprehensive plan.
Jason’s practice specializes in the following areas:
- Retirement Planning and Retirement Distribution Strategies
- Wealth Building Strategies, Investment Strategies, Portfolio Analysis
- Risk Management Analysis
- Estate Planning, Tax Reduction Strategies
- Long Term Care Insurance
- Business Owner Planning, Business Continuity Planning
- Education Funding
Jason received his Bachelor of Arts in Economics from Connecticut College in New London, CT. He went on to become a CERTIFIED FINANCIAL PLANNERTM practitioner and Chartered Retirement Planning Counselor. He has received many awards and accolades for his talent. Recently Jason was listed for the sixth consecutive year (2012-2017) as a Five Star Wealth Manager in Boston Magazine*. A sought-after speaker, Jason has conducted numerous educational workshops on retirement, estate, and investment planning.
Jason resides in Norwell, MA with his wife, Becky, and their three children, Jake, Sam and Lainey. He sits on the Board of Trustees for the South Shore YMCA, and previously the Board of Directors for the South Shore Young Professionals. Being civic and community minded, Jason also donates his time to various charitable organizations and committees. He was a 2013 recipient of the Stars 40 under 40 award which recognizes emerging business leaders chosen by an independent panel of judges for professional accomplishments, civic engagement and demonstrated leadership on Boston’s South Shore.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.