Jason is a CERTIFIED FINANCIAL PLANNERTM and Chartered Retirement Planning Counselor with over 20 years of experience helping individuals, families and business owners gain control of their complex financial challenges. By coordinating with his experienced team, Jason works to design cost-effective and tax-efficient strategies. His 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:
- Business Owner Planning, Business Continuity and Succession Planning
- Estate Planning, Tax Reduction Strategies
- Retirement Planning and Retirement Distribution Strategies
- Wealth Management and Investment Strategies, Portfolio Analysis
- Risk Management Analysis
- Long Term Care Insurance
- Education Funding
Jason earned his BA in Economics from Connecticut College. He has received many awards and accolades for his talent including being named a seven-year winner of Boston Magazine’s Five Star Wealth Manager award.* A sought-after speaker, Jason has conducted numerous educational workshops on retirement, estate, and investment planning.
Being civic and community-minded, Jason donates his time to various charitable organizations and committees. He is a current a member of the Norwell Athletic Fields Committee, and was previously on the Board of Trustees for the South Shore YMCA.
Jason resides in Norwell with his wife and their three children. Outside of the office, Jason enjoys hiking, coaching youth sports, and golfing.
*Years awarded 2012-2017, 2019. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2017, 2019 Five Star Wealth Managers.