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 through one-on-one and group private lessons, primarily with guitar, piano, and college preparation.
Jason resides in Rollinsford, NH with his wife, Emily, and his children, Noah, Phoebe, Jesse, and Zoey.
* The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The inclusion of a wealth manager on The Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager, nor should it be inferred that the responses used from the survey represent the experience of any clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. This award does not evaluate the quality of service provided, and the wealth manager may have had unfavorable ratings. The rating is not indicative of the wealth manager’s future performance. Five Star Professional conducts market-specific research to identify service professionals who provide quality services to their clients. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and Canada. 955 New Hampshire area wealth managers were considered for the award; 74 (8 percent of candidates) were named 2018 Five Star Wealth Managers. 2017: 739 considered, 89 winners; 2016: 666 considered, 158 winners; 2015: 853 considered, 166 winners; 2014: 1,045 considered, 189 winners; 2013: 1,049 considered, 204 winners; 2012: 743 considered, 170 winners. Five Star Professional was founded in 2003 and is based in Minneapolis, MN. For more information, go to: www.FiveStarProfessional.com.