More life. Less financial stress.
A safe, inclusive space for LGBTQ+ individuals and allies to access high-caliber financial planning and investment management.
We help clients create, grow, and protect their wealth through personalized, strategic guidance designed to bring clarity, confidence, and long-term security.
Our goal is to give everyone the freedom to live a life of abundance and authenticity.
This is for you if...
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You're doing well financially, but not sure if you're doing it right
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Your finances feel complicated or overwhelming
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You’re planning for a home, family, or long-term freedom
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You want advice that actually understands LGBTQ+ lives
Money feels harder than it should
You’ve done “everything right,” but the decisions keep getting bigger — equity, taxes, investing, life planning — and no one is helping you connect the dots.
What we help you do
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Turn income and equity into a clear plan
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Make confident decisions about big life goals
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Stop guessing and start feeling in control
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Build wealth that supports the life you actually want
Wealth is a lived experience — not just a balance sheet.
Why clients choose LGBTQ Wealth Planning
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Flat-fee, fiduciary advice (no commissions, ever)
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High-touch, personalized experience
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Planning + investing + tax awareness in one place
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Guidance informed by lived LGBTQ+ experience
I’ve advised individuals working at companies such as:
· Figma · Anthropic · Scale AI · Rippling · WhatNot · Circle · Notion · Meta · Google · Open AI · Reddit · Squarespace · Etsy · Attentive · Apple · Spotify · Coinbase · Affirm · Doordash · Stripe · Datadog · Intuit · Asana · Microsoft · Atlassian
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Meet Jason, Your Financial Planner
Jason founded LGBTQ Wealth Planning to make expert financial advice inclusive, transparent, and human.
As a CFP®, he partners with LGBTQ+ clients and allies to help them navigate financial decisions, investing, and life planning with confidence.
He believes financial planning works best when clients feel truly seen, understood, and empowered to make informed decisions about their future so they can live a life they love today.