Jason S. Weiss

Jason is a seasoned wealth advisor with over 15 years of experience in the financial industry, dedicated to serving individuals, families, and business owners. He adopts a holistic approach to addressing his clients' wealth needs, focusing on creating personalized financial plans and integrating tailored investment strategies to help them achieve their goals. Collaborating with a dedicated team, Jason ensures that his clients receive comprehensive support and personalized, concierge-level service. His areas of knowledge include legacy and estate planning, retirement income planning, tax-efficient strategies, and executive compensation.

Jason emphasizes client education, aiming to provide clarity and confidence in navigating complex markets and financial situations through clear and concise communication. He holds securities series 6, 7, and 63 registrations with LPL Financial, a 65 registration with Byrne Financial Freedom, LLC, and licenses in Life, Accident, and Health insurance.

Actively involved in his community, Jason has served on the Board of AseraCare in Wellesley, MA, and was a dedicated participant in Junior Achievement. He also showcases his commitment to giving back through his active membership in the Business Network International (BNI) Keystone Business Builders and through coaching youth sports in his local town.

Jason graduated from Suffield Academy and Bryant University, earning a Bachelor of Science in Business Administration with a minor in Legal Studies. He began his financial career as a banking officer for Citibank and Santander Bank and later served six years as the Vice President of Investment Services at Santander Bank before joining Byrne.

Residing in Medway, MA, Jason lives with his wife, Andrea, and their two young sons, Colton and Owen. When not on an athletic field cheering on his boys, Jason enjoys spending time with his family on the beach, ski slopes, and playing golf at the Franklin Country Club.