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We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.
Profile

Jason Beccaris, JD
Professional Freestyle Skier.
Coaching them at Little League baseball. Building Legos is a close second.
Running and mountain biking.
Round Hill Resort in Montego Bay, Jamaica (the place my wife, Sally, and I got married).
Cheesesteak with triple whiz from Jim’s Steaks on South Street in Philadelphia.
About Jason
- Objective: Jason's goal is to be a true financial advocate for his clients; to be part of an objective, independent wealth management firm that focuses on the creation of customized wealth plans and has the depth of talent and state-of-the art tools to implement strategies that help enable individuals to meet their goals and objectives.
- Specialized Responsibilities: Chief Planning Officer
- Snapshot: Jason has more than 16 years of experience providing comprehensive wealth, investment, and tax planning services for business owners, corporate executives, and high-net-worth individuals; he also has extensive experience in estate planning and trust administration.
Experience
- Senior Financial Planner, Wealth Management Group, Wachovia, San Francisco, CA
- Senior Financial Planner, Financial Planning Group, Wachovia, Philadelphia, PA
- Manager & Investment Advisor, Personal Financial Counseling Group, Ernst & Young, Philadelphia, PA
- Trust Officer, Glenmede Trust Company, Philadelphia, PA
Education
- Temple University School of Law, LLM Certificate in Estate Planning
- The Dickinson School of Law, Pennsylvania State University, JD
- University of Scranton, BS, Finance
Affiliations & Boards
- Member, Pennsylvania Bar
