Executives
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
High Earning First Generation
Philanthropists
Major Milestones I Specialize In
Funding Education
Retirement Planning
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
We focus on family governance, resilient investing, and proactive philanthropy. Families should not have to start with $150 million to get help with governance, philanthropy, and the next generation. Those decisions become important long before a family qualifies for a traditional family office—and they should ultimately leave the family more capable, more connected, and better prepared for the world ahead. Family Governance Family governance is the structure a family uses to make decisions about shared wealth — a mission statement, a family constitution, and regular family meetings. Jason Howell Company runs a documented multi-step process that produces those artifacts, so values transfer to the next generation alongside the assets. Resilient Investing Resilient investing builds portfolios for long-term value across changing economic and climate conditions. Traditional analysis is combined with infrastructure, hard assets, and inflation-hedging strategies, alongside the environmental, social, and governance screens the firm has applied since 2020 — the discipline more commonly labeled sustainable investing. Proactive Philanthropy Proactive philanthropy means planning charitable giving during your lifetime rather than leaving it to your estate. Jason Howell Company works with donor-advised funds, community foundations, and private foundations, and holds the Chartered Advisor in Philanthropy® designation in-house through its Chief Operating Officer.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.