At Crest Wealth Advisors
We help hardworking individuals and families better understand what they have and how to take control of their money to have it effectively working in alignment with their goals.
We serve as a trusted partner in helping understand where you want to go, creating a personalized plan for doing so and helping guide you along the way. As an independent, fiduciary advisory firm, we put your best interests first as we help pursue your short- and long-term goals. Your life is constantly evolving and changing which is why we take a dynamic approach to planning all aspects of your finance picture, not just your investments. By taking you through our well defined process that covers all areas of your financial life, we will help you be more informed than ever about your finances and how to have everything working for you most effectively. The result? Clarity, direction and peace of mind.
That’s the Crest Wealth Advisors difference.
A 30-minute call to learn about you and for you to ask questions to see if we are a good fit.
A 90-minute meeting to discuss the specifics of your finances and goals in more detail. We also provide details of what it means to work with us.
We provide a brief assessment outlining areas of opportunity and the value we can add to your financial management.
This is the official start to our engagement. During this meeting we will gather all remaining financial information and map out the objectives that you want to work toward.
During this stage of the process, we begin the work of implementing your custom planning and investment strategies. We also work with your other trusted advisors, such as your CPA and estate planning attorney, to help ensure all areas of your financial life are working together in pursuit of your goals.
The implementation process is just the beginning of our journey together. Ongoing, we continuously monitor your investment performance and progress toward your goals, proactively recommending changes as necessary to keep up with market factors and your ever-evolving life.
We continuously check in with you throughout the year in a number of ways:
- Semi-annual meetings
- Ongoing investment management
- Regular outreach about relevant financial developments as they arise
- Online access to your client dashboard
- One-on-one advice at any time via phone, email or meetings
Ready to take the first step? Schedule a free assessment
Jason Dall’Acqua CFP®
EARLY ON
I was born and raised in Annapolis, grew up playing every sport, graduated from the University of Maryland and found my way into the financial planning profession right out of the gate…after a few months of living in Costa Rica following college.
Investing and being smart with money was something that was instilled in me from an early age, which I am extremely grateful for. It is what drew me to the world of finance when most people were still trying to figure out what they wanted to do. When I came across the financial planning profession specifically, as opposed to just investment management, I was drawn to the fact that it could help people in a multitude of ways. I knew that was the route I wanted to take – coupling my passion for investing with helping people from a more holistic point of view.
CAREER
There are many different paths an advisor can choose. I was fortunate to have entered into the independent, fee-only world immediately, which in my opinion provides a level of transparency and reduced conflicts of interest.
However, I was always drawn toward being a business owner and in 2021 decided to make the leap after 9 years at my previous firm. More importantly, I wanted to serve people the way I thought was right, providing the deepest level of care and providing guidance on all areas of ones financial picture. A well constructed financial plan needs to ensure everything is aligned: investments, saving strategy, tax planning, insurance, estate plans and more.
And from that desire to provide more and serve clients the way I would want to be served, I founded Crest Wealth Advisors.
PERSONAL INTERESTS
Much of my time outside of work is filled with being a dad to a little boy, and there couldn’t be anything better. Beyond that, I enjoy golfing, exercising (Peloton rides and the gym), traveling (Costa Rica is one of my families favorite destinations which I highly recommend visiting), being out and about in downtown Annapolis and spending time at the beach.
COMMUNITY INVOLVEMENT
Crest Wealth Advisors is proud to be a sponsor of the Annapolis Blues FC, Wellness House of Annapolis and Historic Annapolis.