Founder, Wealth Manager
Jay has over 30 years’ experience as a financial advisor and prides himself on developing deep relationships with clients so he can provide independent and professional advice. By understanding each clients’ goals, needs, and dreams, Jay helps his clients through all stages of life and market conditions. In order for Jay to provide this level of service to each client, new clients are accepted by referral only.
Jay provides his clients with fee-based money management services, tax-advantaged investing strategies, comprehensive retirement planning, estate planning for wealth preservation and long-term care protection. By working with select professionals for tax planning and estate planning issues, Jay can oversee every aspect of his clients’ financial lives.
Jay holds FINRA Series 7, 24, 31 and 63 securities registrations through LPL Financial, as well as life, accident, and health insurance licenses. He is an LPL Financial Investment Advisor Representative. He holds a Certificate in Financial Planning from Florida State University and is a Certified Fund Specialist. He is a member of the Financial Planning Association and the Financial Services Institute.
Jay and his wife Sheila, both natives of Cape Cod, make their home in Kingston, Mass., with their two children, Spencer and Skylar. The Irvings enjoy traveling and skiing, and the children play lacrosse and hockey, which Jay coaches.