Jayson Owens (CFP®)

Jayson Owens focuses in the
following client markets or areas of practice:

Charitable Giving

College/Education Planning

Estate & Generational Planning Issues

Federal Employees

Generation X

Investment Advice with Ongoing Management

Additional Information

Bright Road Wealth provides clients with comprehensive fee-only wealth management services. True wealth management consists of three very different, yet vitally important parts. Together, these parts make up the Wealth Management Equation.

Wealth Management = Investment Consulting + Advanced Planning + Relationship Management

Many financial advisors hold themselves out to be wealth managers. In reality, they only focus on the Investment Management portion of the equation, much to the detriment of their clients.

At Bright Road Wealth, we follow a Wealth Management Consultative process in order to make sure all of our clients goals are addressed in a clear, consistent manner.