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Financial Planning For A Life Well Lived

Helping Mid-Career Professionals & Near Retirees

Invest Wisely | Plan Intentionally | Live Comfortably

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Helping You Grow & Protect Your Wealth With Intention

Does thinking about your finances create a feeling of overwhelm? Let's change that together!


As a busy professional, it can be a challenge to balance it all - career, family, personal time - let alone staying up to date on your constantly evolving financial life and navigating the impactful financial decisions you face. 

Experience the peace of mind you deserve by partnering with a trusted advisor who will provide not only investment advice, but guide your entire financial strategy and help you live more comfortably with your money - now and in the future. 

Saving, investing, planning for retirement, college funding, tax strategy - 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. 

See If We’re a Fit

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Services Provided

Through our ongoing partnership, we will work together in developing your financial plan - our guide to making informed and intentional financial decisions - and design an investment strategy that is aligned with your financial objectives. 

Explore My Services

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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. 

Discover the Process


       

         


         

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 believe that if we address those stressors head on and create a more informed and intentional financial strategy, that you can instead live with clarity and confidence about your 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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