Skip to main content

  • FINANCIAL GUIDANCE
    DELIVERED WITH INTEGRITY

    We bring clarity and intention to your financial strategy, investments and tax planning.

As Featured In

Welcome to Crest Wealth Advisors

Financial Planning and Investment Management to align your money with your life goals

Your financial life is complex, and making impactful financial decisions can be overwhelming. At Crest Wealth Advisors, we bring clarity, intention and direction to your entire financial strategy. Working as your partner, we create a personalized plan to meet your short- and long-term goals, because life isn’t just about saving for tomorrow… it’s also about enjoying today.

Learn More About Us

Clients

We serve as a partner to families and individuals at all stages of their financial journeys. However, we make the most impact working with high-earning, mid-career professionals and people nearing or living in retirement. We take a holistic approach to ensuring all aspects of your financial life are well cared for and helping you achieve your personal financial goals.

High-Earning, Mid-Career Professionals

As a high-earning professional, you face unique financial challenges related to tax planning, estate planning, saving, investing and planning for your family. We help manage your financial complexities so you have more time to focus on your career and loved ones.

Learn more

Pre-Retirees

The years leading up to retirement provide a great opportunity to refocus on your long-term financial goals and make headway toward achieving your desired retirement lifestyle. We help you prepare for retirement and gain the confidence of knowing you’re on track to achieve financial security.

Learn more

Retirees

The financial planning process doesn’t end when you reach retirement. In fact, once you’ve retired, it’s more important than ever to maximize your monthly income, minimize your taxes and make a plan to achieve your legacy goals. We serve as a partner in optimizing your finances throughout retirement as your life evolves over time.

Learn more

Our Services

Financial
Planning

A comprehensive, goals-based approach to coordinate all aspects of your personal financial life.

Retirement
Planning

A plan to understand when to retire, how to be invested, how to generate retirement income, when to take social security and more.

Tax
Planning

Tax planning to help keep taxes low today and into retirement.

Investment
Management

Custom investment solutions aligned with your short- and long-term goals.

Meet Our Founder

Jason Dall’Acqua, CFP®

Founder & Advisor

Jason is a born-and-raised Annapolitan with a passion for helping people be more intentional with their money to align their financial resources with their life goals. As
a husband and father, he understands that the demands of a busy life can make it difficult to find time to focus on managing your finances. That’s why he strives to serve as a partner in supporting you with trusted advice and custom strategies specifically designed to help achieve your vision of financial success.

Whether you’re just beginning your career or getting ready to retire, Jason will work with you to optimize your financial life and chart a course toward your personal financial destination.

Learn More About Jason

Get Started

Take the first step by scheduling a complimentary, no-obligation 30-minute phone consultation. We look forward to getting to know you!

Name(Required)
Please let us know what's on your mind. Have a question for us? Ask away.
This field is for validation purposes and should be left unchanged.