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Invest Wisely

Plan Intentionally

Live Confidently

Fiduciary financial advice for established professionals and retirees.

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Financial Planning & Investment Management To Align Your Money With Your Life Goals.

Money is complex and making impactful financial decisions can be overwhelming. We help bring clarity, intention and direction to your entire financial strategy. Together, we will create a personalized plan to meet your short-and long-term goals, because life isn't just about saving for tomorrow, but also about enjoying today!

How We Help

  • Cash flow management & savings strategy
  • Retirement planning to reach your long-term goals
  • Retirement income and withdrawal strategy
  • Education planning to assist your kids and grand-kids
  • Estate planning & insurance analysis
  • Strategic planning to minimize taxes over your life
  • Investment management tailored to your situation & objectives
  • Equity compensation strategy (e.g. RSU's, stock options)

  • Schedule a Free Assessment


    Who We Help

    Our clients have busy personal & professional lives and seek to partner with an expert to help keep things on track. Our clients are often established professionals with families, facing more complex financial situations, within 10-years from retirement and seeking a plan for a successful transition.

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    Services We Offer

    We provide investment management coupled with a deep level of financial planning covering your entire financial picture. Our planning process creates a framework to help make informed financial decisions aimed to reduce taxes, maximize your money and achieve a successful retirement. 

    Explore Our Services


    Why We're Different

    Crest Wealth Advisors is an independent, fiduciary, fee-only wealth management firm. We do not sell financial products or receive commissions, eliminating many conflicts of interest. We are devoted to helping you get the most out of your money aligning your decisions with your life's goals. 

    Learn About The Process



    Jason Dall'Acqua, CFP® & Founder 


    I am a born and raised Annapolitan, husband, father and a finance enthusiast whose mission is to help hard working families be more intentional with their financial management and align the use of their financial resources with their life's goals. 

    My Why: You may have noticed the use of the word intentional several times by now. That is because I believe that bringing intention to every decision is the best way to live - with money and in other facets of life - and will result in a more fulfilling and enjoyable life. 

    I have witnessed first hand the impact that consistent, smart decision making can have on creating and keeping wealth. It is a simple concept, but difficult to repeatedly implement on one's own. That is why intentionality is at the core of every decision that we make, from every investment choice to planning recommendation. All with the goal of creating the life you want. 

    Professional: I have over a decade of experience in advising people in their financial management and have worked with nearly 200 families over that time. I am a Certified Financial Planner™ and a member of numerous industry organizations, including NAPFA, XY Planning Network and The Society of Financial Service Professionals, of which I serve on the board. 

    Learn More

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