If you're looking for an independent and fee-only financial advisor, I may be a great fit.

Hi, I'm Jason Gilbert. Welcome to my personal website.

As a fiduciary financial advisor with a unique set of skills, I offer high net worth business owners like you a truly customized and personally curated approach to financial planning. With a background that combines expertise in tax planning, estate considerations, capital allocation, and strategic business structuring, I go beyond traditional boundaries to provide comprehensive solutions that align with both your business and personal goals.

If you have any questions on material presented on this site, or you have recommendations for future posts, please do not hesitate to use the contact form, email me directly, or even schedule some time for a phone call.

As a courtesy to both my friends and my clients, I happily make myself available to act as a sounding board. You may have a friend who asks you about me, or you might feel compelled to make an introduction to help someone out. If that happens I will make the time to offer objective advice that they can use to make better informed decisions. 
                                               
                                                   Best regards,

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Many visitors to this site already know a lot about me, but here are some notable points for the rest of you who may not be as familiar with my professional background:

• I've been managing money for high income and high net worth individuals and business owners since 2006. I specialize in growing and managing the wealth for High Net Worth entrepreneurs, business owners, and executives. 
• I'm the founder and Managing Partner  at RGA Investment Advisors LLC, an independent and fee-only registered investment advisor (RIA) and GIPS Verified Asset Manager (verification letters can be found here)
• I'm the co-founder of Soundview Equity Partners LP and Soundview Private Opportunities Fund LP as well as Soundview Asia Partners Holdings I & II LP
• I'm a Board Member at the Village of Russell Gardens Homeowners Association 
• I used to write extensively for my personal blog, and my published works can be found both here and on the ValueWalk website, which often publishes my content to its vast subscriber base
• Prior to a career in wealth management and investment advisory, I held M&A roles at both General Atlantic LLC (GA), a leading global private equity firm providing capital for growth companies driven by information technology or intellectual property, as well as Berkery, Noyes & Co. (BNC), an independent Wall Street investment bank serving the broadly defined knowledge and information marketplace.  At GA, I was responsible for deal prospecting, transaction structuring, as well as value added portfolio work. At BNC I specialized in serving large and mid-sized information providers in the U.S. and international markets with strategic mergers & acquisitions, corporate and asset divestitures, strategic research, and valuations
• Prior to a career in investment banking, I led the due diligence efforts for numerous financial buyers within KPMGs Transaction Services practice, and provided estate planning tax consulting services at the law firm of Buchanan Ingersoll, PC in Washington, DC
• I am a  licensed CPA in New York and Washington, DC and hold the PFS* designation for my expertise in Personal Finance and a CFF** for my accreditation in Financial Forensics.  I also maintain the CGMA*** designation for my experience in Global Management Accounting.
• I hold a B.A. from the University of Michigan and an M.S. in Accounting and Finance from the George Washington University School of Business
• I live in New York with my beautiful wife Julianna, two sons, Logan and Henry, daughter Sophie, and dog Samantha

*Read about the PFS here
**Read about the CFF here
*** Read about the CGMA here