Jason Lurie helps individuals, healthcare professionals, and business owners gain the financial confidence to build wealth. As part of Wealth Advisory Group, he believes in providing an uncommon approach to building wealth. His process enables clients to become more financially organized by dispelling the common financial myths that put many people and businesses out of balance. As a result of working with him, clients are better prepared to realize their full financial potential.
In his work with clients, Jason strives to:
- Help people manage the financial changes that occur throughout their lives and businesses
- Develop a comprehensive approach to financial services that provides confidence as circumstances evolve
- Provide a full suite of financial products to help address client needs
As a result, his clients have a better understanding of their full financial picture, which enables them to manage their goals and adapt financially to changes outside of their control.
Jason was born and raised in the Capital District and received his undergraduate degree from the University at Buffalo and his MBA from Syracuse University. Upon graduation from Syracuse, he returned to Albany for family reasons. During that time, he developed a passion for preparing people to handle the challenges a long-term illness can present to a family.
After caring for family, Jason spent over 15 years in healthcare. He sees many parallels between healthcare and finance: they are two of the most influential areas in people’s lives, and often the most difficult to navigate and ensure are handled optimally.
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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #4389642.