Jason Lawrence is a specialist in individual and family wealth planning inclusive of portfolio analysis, tax efficiency, college, retirement, and legacy planning. As an affiliate of Northeast Planning Associates’ network of specialists, Jason provides his clients with a variety of independent, objective financial wealth planning strategies to align with his client’s long-term goals.
Clients appreciate Jason’s gift for distilling complex financial matters into an easily digestible form. He combines his thorough knowledge of the marketplace with an in-depth analysis of each client’s current personal financial situation and future financial objectives. This gives Jason and his team the ability to provide comprehensive financial recommendations for clients. These partnerships between Jason and his clients have allowed them to create quality, effective and creative financial planning strategies in a timely manner.
To serve his clients in this fashion, Jason holds Series 7, 63 and 66 registrations through LPL Financial as well as Life, Accident and Health Insurance licenses. As a CERTIFIED FINANCIAL PLANNER™ practitioner, he has experience serving doctors, teachers, administrators, managers, entrepreneurs and many others around the NH seacoast as well as the Greater Boston area. This includes one on one consultation, analysis and wealth planning for doctors and residents of Massachusetts General Hospital, professors of MIT and Harvard Universities, and employees of Pfizer, Millenium, Biogen, Draper Labs, and others.
When not working with clients, Jason serves his local church and enjoys playing and teaching guitar, piano, and music theory; he is known for his capabilities in music analysis and contemporary composition, and serves a community of aspiring musicians online at 8020Guitar.com
Jason resides in Dover, NH with his wife, Emily, and his children, Noah, Phoebe, and Jesse.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015/2016/2017 Five Star Wealth Managers.