Jason Dall'Acqua (CFP®)

Planning Specialties

My name is Jason Dall'Acqua - a CFP® Professional and founder of Crest Wealth Advisors LLC. I am a born and raised Annapolitan, a husband and a finance enthusiast whose mission is to help working professionals in their 40's and 50's be more intentional in their financial management in order to build their wealth and live more comfortably with their money.

Do you resonate with any of the following?

• You have numerous goals requiring financial resources and are unsure how to prioritize and plan for each.

• You feel that you are on a good path but lack clarity on what your financial picture looks like as a whole.

• You are overwhelmed at the thought of managing your growing level of investable assets, so you just ignore it.

• You want to ensure you are maximizing all tax planning opportunities.

• You have transitioned jobs several times and as a result have financial accounts scattered around and not receiving attention.

• You received an inheritance from a loved one, but do not know how to put the money to best use.

If so, then I am here to help. By working together, you gain a partner to provide:

• Organization and clarity about your financial situation

• An actionable plan to achieve your short- and long-term goals together

• Accountability to ensure the proper steps are continuously being taken

• A professionally managed investment strategy aligned with your financial plan

• Peace of mind and time…and who does not want more of those!

Ready to take control of your financial future? Contact me at Jason@crestwealthadvisors.com or visit www.crestwealthadvisors.com to schedule a free call.