I help high-achieving entrepreneurs, executives, families, and founders build wealth.

As a fiduciary advisor and CPA, I help high-achieving clients align their capital with long-term goals through integrated investing, tax strategy, and planning.

I work with successful people who understand that wealth is built through structure, strategy, and foresight, not just numbers on a page.

Investments, taxes, estate plans, and business holdings aren’t separate conversations. They’re one conversation, and I know how to lead it.

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What Sets Me Apart?

I align every facet of your financial world ranging from investments, taxes, estate, and business, into a unified strategy that builds and preserves wealth.

When your lawyer, CPA, and other advisors gather around the table (which is a rare thing!), I’m often the one setting the strategy, connecting the dots, preempting the roadblocks, and keeping the focus where it belongs: on you and your aspirations.

As the Founder and Managing Partner at RGA Investment Advisors LLC, I deliver real fiduciary advice: sharp, independent, and built for your best outcomes.

The easiest way to contact me is by emailing jason@rgaia.com, booking a call, or you can text or call me directly at +1 516-550-4445.

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