Hi, I'm Jason Stein!
About Me
With over a decade of experience in the financial planning industry and a passion for educating and empowering individuals, I am dedicated to helping you navigate the complexities of your financial future.
I founded Bluepoint Wealth because I believe in the power of building lasting connections while always putting the client's best interests first.
My journey began at The Vanguard Group, where I gained valuable insights and embraced their evidence-based investment philosophy. However, I soon realized that working within a large company limited my ability to provide the personalized attention and tailored advice that every client deserves. Seeking a more client-centric approach, I became an independent financial advisor. This allows me to focus solely on your needs without any external influences driving our relationship.
Specialty & Designation
When we work together, there are no outside interests who seek to benefit from our relationship. Unlike other firms with multiple owners, shareholders, or partners that have their own competing interests, in our relationship, it’s your priorities that matter most to me.
My Priorities
An Educational Method
I believe that by empowering you with knowledge, we can together make informed decisions about your financial future. I have a passion for teaching, and will guide you through the complexities of financial planning using visual tools and clear explanations. It's not just about telling you what to do; it's about showing you to ensure you have clarity and confidence.
Communication & Comfort
I believe that trust and open communication are essential for your financial success. I take the time to understand your unique circumstances, goals, and concerns, and provide solutions that are tailored to your specific needs. Your confidence in your financial future is paramount to me and I will always spend the time ensuring you feel comfortable in your choices.
Evidence-Based
My work is guided by the core values of evidence-based investing. I believe that attempting to predict the future is futile, and that evidence provides a foundation for making informed decisions based on known and available information. By relying on the facts and variables within our control, I will help you navigate the ever-changing financial landscape with confidence.
