About Jason

Jason Weckerly is the owner and lead advisor of Montgomery Wealth Management, LLC. He is a Certified Financial Planner (CFP®), holds an MBA in Finance from La Salle University, and a BA from Temple University. Before beginning Montgomery Wealth, he worked in Malvern, PA as a Series 7 licensed securities broker at Vanguard, serving clients in various roles at the world’s 2nd largest financial institution by AUM. He then moved on to Fidelity at a local branch in Bucks County, where he had the privilege of managing a book of just under 300 clients. Jason began Montgomery Wealth to form deeper relationships with clients and offer his clients more options through an open architecture suite. He wanted to remove any “sales” from his process, and instead, serve his local community with thorough financial planning, effective strategies for growth, true tax planning, and an often overlooked asset – transparency.

Jason’s areas of expertise include…

  • Retirement Income Planning

    • Monte Carlo Simulation, Inflation-Adjusted Goal Planning, Budgeting, Social Security Rules and Regulations, Medicare, etc.

  • Tax Efficiency through Deferral and Elimination

    • Direct Indexing, ETFs vs. Mutual Fund selection and Asset Location

  • Executive Compensation and Employee Benefits

    • ESOPs, RSUs, ESPPs, Deferred Compensation, etc.

  • Fundamental Analysis (Equities)

    • Equity Valuation Methods, Top Down Approaches, Business Cycle Approach

  • Suitability of Tax Vehicles for Long Term Savings

    • Traditional vs. Roth, HSAs, SEP IRA, i401k, etc.

  • Estate Planning

    • Probate Avoidance, Revocable and Irrevocable Trusts, Direct Beneficiaries, etc.

  • Small to Medium Size Business Structure and Management

    • LLC, S-Corp., Corporations, 3(38) Fiduciary Management, ERISA plans

  • Economic Forecasting

  • Protection Vehicles

    • Insurance Planning, Fixed Annuities, CDs, FDIC Insurance, etc.

  • Bonds and Money Market Funds