Jackson Wegner
CFP®
jwegner@monetagroup.com
As an Advisor on the Hadary Team, Jackson Wegner prioritizes clients' best interests to strategically plan and achieve goals to build generational wealth. By building a personal relationship and an understanding of what matters most to his clients, he can structure a strong working relationship to help families succeed in every aspect of their financial lives.
Jackson graduated from Indiana University - Bloomington with a BS in Finance in 2016 and worked in Pittsburgh and Indianapolis prior to joining Moneta.
Jackson is a CERTIFIED FINANCIAL PLANNER™ with five years of experience working with high-net-worth individuals and families, assessing clients' near and long-term goals and objectives to implement a comprehensive financial plan. Although investment performance is an important aspect of long-term planning, Jackson strives to find the optimal risk-adjusted return profile to provide clients with peace of mind and an ability to maintain their desired lifestyle. Jackson enjoys collaborating with experienced tax and estate planning professionals to ensure clients are sufficiently prepared for any unexpected life changes.
As he adjusts to his move from the Midwest to Colorado, Jackson is eager to get involved in the community at a deeper level to make a positive impact and grow his network in a new, but familiar region.
Staying physically active and experiencing nature are two of Jackson's most important things in life. Having vacationed in Colorado countless times growing up, Jackson is prepared to fully enjoy all the beauty that Colorado has to offer with many friends and family nearby.
Jackson graduated from Indiana University - Bloomington with a BS in Finance in 2016 and worked in Pittsburgh and Indianapolis prior to joining Moneta.
Jackson is a CERTIFIED FINANCIAL PLANNER™ with five years of experience working with high-net-worth individuals and families, assessing clients' near and long-term goals and objectives to implement a comprehensive financial plan. Although investment performance is an important aspect of long-term planning, Jackson strives to find the optimal risk-adjusted return profile to provide clients with peace of mind and an ability to maintain their desired lifestyle. Jackson enjoys collaborating with experienced tax and estate planning professionals to ensure clients are sufficiently prepared for any unexpected life changes.
As he adjusts to his move from the Midwest to Colorado, Jackson is eager to get involved in the community at a deeper level to make a positive impact and grow his network in a new, but familiar region.
Staying physically active and experiencing nature are two of Jackson's most important things in life. Having vacationed in Colorado countless times growing up, Jackson is prepared to fully enjoy all the beauty that Colorado has to offer with many friends and family nearby.
• CERTIFIED FINANCIAL PLANNER™ professional
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark and the CERTIFIED FINANCIAL PLANNER™ certification mark in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.