Jason Lawrence is a specialist in individual and family wealth planning inclusive of portfolio analysis, tax efficiency, college, retirement, and legacy planning. As an affiliate of Northeast Planning Associates’ network of specialists, Jason provides his clients with a variety of independent, collaborative financial wealth planning strategies to align with his client’s long-term goals.

Jason was trained as an educator. As such, clients appreciate Jason’s gift for distilling complex financial matters into an easily digestible form they can understand and act upon. He combines his thorough knowledge of the marketplace with an in-depth analysis of each client’s current personal financial situation and future financial objectives. This gives Jason and his team the ability to provide comprehensive financial recommendations for clients. These partnerships between Jason and his clients have allowed them to create quality, effective and creative financial planning strategies in a timely manner. that, for those that choose to build, are in line with their “best life narrative”.

To serve his clients in this fashion, Jason holds Series 7, 63 and 66 registrations through LPL Financial as well as Life, Accident and Health Insurance licenses. As a CERTIFIED FINANCIAL PLANNER™ practitioner, he has experience serving doctors, teachers, administrators, managers, entrepreneurs and many others around the NH seacoast as well as the Greater Boston area. This includes one on one consultation, analysis and wealth planning for doctors and residents of Massachusetts General Hospital, professors of MIT and Harvard Universities, and employees of Pfizer, Millenium, Biogen, Draper Labs, and others.

When not working with clients, Jason serves his local church and enjoys playing and teaching guitar, piano, and music theory. He is known for his capabilities in music analysis, contemporary composition, and singing. He serves a community of aspiring musicians and songwriters through teaching songwriting, voice, guitar, keyboard, piano, synthesizer and music production. Music is a passion for Jason, as is listening and aiding other in crafting their “best life narrative”.

Jason resides on a farm in Rollinsford, NH with his wife, Emily, and his children, Noah, Phoebe, Jesse, and Zoey.