Jason Stein

Hi, I'm Jason.

I help people in their final working years and in retirement figure out how to use what they’ve saved to live the life they want, without wondering if the money will run out or if they’re paying more in taxes than they need to. I started my career at Vanguard, then worked with a large national firm before starting Bluepoint Wealth. I wanted to work more closely with fewer clients, so I could really get to know them and their families. When we work together, it’s just you and me. No handoffs. No sales pitches. Just planning that’s built around what matters most to you. Most of my clients are financially comfortable but want to make smart, informed decisions about retirement income, investments, and taxes. They appreciate that I take the time to explain things in plain English, walk through the “what-ifs,” and keep their plan on track as life changes. If that sounds like the kind of relationship you’re looking for, I’d be happy to talk.