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Creating the Financial Confidence You Deserve

Helping Mid-Career Professionals & Near Retirees

Invest Wisely | Plan Intentionally | Live Comfortably

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Financial Planning & Investment Management to Empower Your Best Life!

Does the thought of managing your finances create a feeling of overwhelm? Let's change that together!


Whether you in the middle of a rewarding career or nearing your transition to retirement, it can be a challenge to balance it all - career, family, personal time - let alone staying up to date on your evolving financial circumstances and navigating the impactful financial decisions you face. 

Experience the financial confidence you deserve by partnering with a trusted fiduciary advisor who will not only provide personalized investment management, but guide your entire financial strategy to help you discover opportunities and avoid costly pitfalls.

Investing, planning for retirement, college funding, tax planning, workplace benefits - these are just a few of the areas that we will address together.

Through an ongoing partnership, we will help ensure you make smart financial decisions, plan for ways to maximize your resources, manage your personalized investment strategy and adapt as your life changes - always ensuring you are on the right path forward! 

Start Here: Book a Free Call

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Who I Help

Crest Wealth Advisors expertise and passion is in assisting mid-career professionals who face increasingly complex financial lives, and individuals nearing retirement who seek clarity on how to navigate this transition and ensure not running out of money. 

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Services

Through our ongoing partnership, we will develop and manage your tailored investment strategy, which goes hand in hand with your financial plan - your roadmap to achieving your short-and long-term financial objectives. 


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Transparent Pricing

As an independent, fee-only advisor, CWA is only compensated by you, the client. No commissions, no incentives. Learn more about our pricing. As a CFP® Professional and fiduciary, you can rest assured that the advice you receive is always in your best interest. 

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Meet Your Advisor - Jason Dall'Acqua, CFP®

Welcome!

I am a born and raised Annapolitan, a husband and a finance enthusiast whose mission is to help hard working professionals be more intentional with their use of money in order to build their wealth and live more comfortably with their money.

A vast majority of people live with financial stress - regardless of their income or wealth. I am here to change that! 

I believe that by creating an investment strategy aligned with your personal situation and taking a proactive approach to plan for lifes evolving circumstances, that anyone can create the confidence they desire in their financial life. 

My goal with Crest Wealth Advisors is to be your trusted guide in maximizing your money through intentional planning and investing, leading you toward a stress-free financial future!

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