Broker Check

Put our team and resources to work for you.

We provide objective, comprehensive wealth management with a focus on holistic strategies for our clients. If you are looking for an advisor who has empathy, will enjoy answering your questions and wants to work towards your goals... Jason may be the one for you.  Let his team help you work towards your goals so you can enjoy more time and freedom to create lasting memories for you and your family.

Jason Washo is a CPA, PFS and CFP® professional, we believe you will benefit from his experience, knowledge and most importantly his empathy.


Entrepreneurs, business owners, attorneys, doctors, dentists and other professionals.


Providers looking to protect their family, prepare for college, and accumulate wealth.


Nearing or in retirement, distribuiton planning and help with 401k rollovers.

Elder Care

Adult children caring for mom or dad. Spouses looking for a trusted advisor to help their bride or groom.