Labrum Wealth Management

Specialties

Wealth Management, Financial Advisor, Financial Planning, Portfolio Management, Investment Planning, 401k Rollovers, IRA’s, SEP’s, 401k Plans, Insurance, Insurance Planning, Creating Guaranteed Income for retirement, low cost investing, intelligent indexes, smart indexes, Retirement Planning, Rolling your old 401k to and IRA, Income Planning, Income Planning for Retirement, REIT Investing, Alternative Investing, Diversified Portfolios, Managed Portfolios.

Labrum Wealth Management is a process driven independent wealth management firm that is focused on delivering tailored financial solutions to individuals, families, and businesses. We believe our clients deserve the absolute highest level of service along with insightful, unbiased wealth management advice that is free from conflicts of interest and offers access to the broadest possible choice of investment and planning opportunities on which to thrive.

History

Established in 2009.

Jason has over 14 years experience helping individuals, families and businesses with financial planning, portfolio management and business retirement plans. After spending 11 years with two major Wall Street brokerage firms, Jason founded Labrum Capital Advisors. This independent boutique wealth management firm maintains a focus on providing service and wealth management. Jason is a Certified Financial Plannger™ and was recognized as a Reuters Top Advisor for 2008 and Worth Magazine’s 2008 top 250 Financial Advisors. Jason is also an Accredited Investment Fiduciary™ (AIF). Jason is a graduate of San Diego State University and resides in Carlsbad with his wife Alison and their two boys Dax & Luke.

Labrum Wealth Management has enjoyed significant growth over the past 3 years since being founded.