Our Team

Rewarded by Long-Standing Relationships

Jason Cort, CPWA®


Founding Partner

FINRA - Broker Check

Jason joined our team in 1997. His specialties include investment strategies designed to mitigate risk without sacrificing return, as well as liability management, and estate planning services.

He earned a dual degree with Honors in Economics and History from Bucknell University and has attained the Certified Private Wealth Advisor® (CPWA®) designation through the Investment Management Consultants Association and the University of Chicago Booth School of Business. Jason lives in Center Valley, Pennsylvania with his wife, three children and two yellow labs. He enjoys being active in his community through service on charitable boards, and spends his free time playing golf, ice hockey and soccer, and enjoying his family.

Team Members