Jason Cole (CFP®, MBA)

Planning Specialties

Our values are centered on meeting clients where they need to be met and where their interests always come first—where both parties are aligned and equal partners. A dynamic in which clients are not told to do X, Y, and Z in order to reach their goals instead one that involves deep and meaningful discussions to both co-create and get buy-in on a vision and game plan to achieve those goals. At Full Court Strategic Wealth, we meet clients where they are, not where we think they should be. Our philosophy is the antithesis of "follow this financial prescription or else your financial health will be at risk." Given that everyone's financial situation is unique, we believe in providing tailored financial planning and investment management catered to one's individualized needs. Our success isn't measured by how much money we manage nor the quantity of clients we have, but rather our ability to build long-term trusted relationships that create more than financial intimacy. The stock market will do whatever it ends up doing and we have no control over that. What we have control over is how we treat our clients, our ability to listen to their dreams and visions, and ultimately guiding and helping them achieve their respective goals. We seek honest and authentic partnerships with clients who are comfortable being a big fish in a small pond, know they will be prioritized, held accountable, and trust that our advice is being given to serve their best interests.