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Create the Financial Success You Deserve

Helping Mid-Career Families & Near Retirees

Invest Wisely | Plan Intentionally | Live Confidently

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Planning & Investing to Empower Your Best Life

Does managing your financial life create an overwhelming feeling? Let's change that together!


Experience the financial confidence you deserve by partnering with a fee-only, fiduciary advisor who will not only provide personalized investment management, but guide your entire financial planning strategy, helping you make educated and informed financial decisions. 

Areas that we provide expertise in include: 

Investing - Retirement Planning - Tax Saving Strategy - Education Planning - Equity Compensation Strategy - Estate Planning 

Through our proactive process, we will ensure you make smart financial decisions at every step, plan for ways to meet your short-and long-term goals, lower your taxes and manage an investment strategy tailored to your needs. Planning is an ongoing process that requires frequent review and adjustment to the changes in your life. Our job is to keep you on the right path forward!

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Who We Help

Crest Wealth Advisors expertise is in assisting mid-career families trying to balance today's needs with tomorrows goals, and individuals nearing retirement who seek clarity on how to successfully navigate their transition into retirement.

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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 planning strategy - your roadmap to achieving your short-and long-term financial objectives. 


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Fee-Only Pricing Options

As an independent, fee-only advisor, CWA is only compensated by you, the client, eliminating many conflicts of interest. No product sales and no hidden fees. Learn more about our pricing. As a CFP® Professional and fiduciary, 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 financial management in order to feel more confident about their financial future.

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

I believe that by taking a proactive approach, focused on deeper planning and more frequent communication, we can improve the chances of achieving your goals. 

And that is what planning is all about, helping you ease your financial concerns and accomplish what is most important.  

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