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 seven 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.
Having grown up in the Midwest, Jackson feels that Colorado represents the perfect opportunity to get deeply involved in the community and to make a positive impact for those around him.
In his free time, Jackson prioritizes being physically active and enjoying nature – skiing, hiking, and golfing with many friends and family nearby allow Jackson to fully enjoy the beauty that Colorado has to offer.
• 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.
