Meet Jason
Jason Weckerly is a proud husband and father who resides in Montgomery County, PA. He is active in his community, volunteering through the IRS “VITA” program.
The VITA program allows him to prepare free tax returns for lower income households. He also sponsors the Montgomery Baseball and Softball Association that his son and daughter participate in.
Jason is a Certified Financial Planner, holds an Undergraduate Degree from Temple University, and an MBA in Finance from La Salle University.
He is a fee-only planner, doesn’t accept commissions of any type, and is a true fiduciary. Prior to starting Montgomery Wealth Management, he worked for Vanguard and Fidelity Investments, serving in a variety of roles such as securities broker and holistic financial planner.
He left the corporate world to develop deeper relationships with clients and an open architecture suite that would meet all their needs. Jason believes in low-cost, tax efficient strategies that increase overall wealth and adds true value.
His process and costs are transparent, you will understand everything that’s done, why it’s being done, and at what cost.