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  • Tax Focused
    Financial Planning & Investment Management

    Crest Wealth Advisors is a fee-only, fiduciary financial planning and investment firm serving high-income families and retirees across the nation.

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Welcome to Crest Wealth Advisors

Most advisors manage your investments. Crest Wealth Advisors plans around your entire financial picture to make sure everything is aligned.

Between a career, a family, and a growing list of accounts, it’s easy to lose track of whether your money is effectively working toward your goals or just sitting there.

At Crest Wealth Advisors, we bring everything into one coordinated plan: your investments, tax strategy, savings strategy, and so much more. The result isn’t just a portfolio. It’s clarity about where you stand and confidence in where you’re headed.

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Who We Help

We serve as a partner to families and individuals at all stages of their financial journeys. However, we specialize in working with high-earning families with kids and people nearing or living in retirement. Our goal is to align your wealth with your goals, ensuring your financial plan adapts as you move through different stages of life.

High-Earning, Mid-Career Professionals

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

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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 retire on your terms.

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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.

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Our Services

Financial
Planning

A plan to coordinate all aspects of your financial life and address questions and changes along the way.

Retirement
Planning

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

Tax
Planning

Strategy to help keep taxes lower today and into retirement.

Investment
Management

A personalized investment strategy aligned with your goals.

Meet Our Founder

Jason Dall’Acqua, CFP®

Founder & Advisor

Hi, I’m Jason Dall’Acqua. I am a husband, a father and a business owner who is extremely passionate about helping people better understand their money and the best path forward to achieving their goals. I founded Crest Wealth Advisors to do things differently – provide personalized strategy on all aspects of ones financial picture while maintaining an unparalleled level of customer care. I feel confident in saying we are achieving that goal!

I enjoy getting to know each client on a deep level, which is important for creating the best plan forward. I view each relationship as a partnership. Through that partnership, I am responsible for creating the strategy, helping to implement the strategy (along with the client) and looking out for opportunities to take advantage of or mistakes to avoid before they occur.

On a personal note, I am a born and raised Annapolitan, golfer, Ravens fan, water enthusiast (hence the business name and branding) and most importantly a dad to two amazing kids.

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Get Started

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

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