Jason Fuchs’ mission is to give his clients confidence by designing financial strategies that allow them to organize, grow, preserve, and transfer their wealth.
Working in the financial industry for more than 10+ years, Jason has helped countless people navigate through financial obstacles. From his time at Wells Fargo as Vice President, to his position as the Managing Director with Sage Path Financial Advisors, Jason has developed a passion for establishing lasting relationships with individuals and families.
Jason has always been through the thick and thin in terms of being there for his clients. He’s attended bar mitzvahs, birthday parties, weddings, graduations; you name it - celebrations of all kinds. But he’s also attended funerals. He’s comforted grieving families and supported individuals struggling to find a new job or dealing with divorce. All those things, the happy and the sad are the reason why Jason loves his job.
People need someone to put their interests first, and for many people, Jason is that someone. He strongly believes in the value of tailoring a unique strategy to fit the diverse needs and objectives to safeguard the things most important to his clients. Some people say it's all about the money, but it's not. It's about friendship, integrity, and trust. Jason helps people live the life they want and in some special cases, the life they thought they couldn't have. So, if you’re looking for a steady hand, know that he’ll be working alongside you every step of the way.
Away from the office
Jason and his wife Amber recently had a baby, and they couldn’t be happier! You can find Jason spending his free time with his wife Amber, their daughter Jual, and dogs Emma, Luna, and Bear. Amber and Jason like to stay active both physically and mentally, whether it’s hiking together or enjoying a good book. Jason is a leader in the community, investing time and experience to lead others in social good. He is past-President of the Kiwanis Club and actively involved in his church.
Jason is dedicated to improving the lives of children through his non- profit work with the Kiwanis Club of Jax Beaches and through his trips to local preschools where he reads to children. Jason is very energetic. He plays the drums (all the time) and enjoys a variety of outdoor sports, such as running, mountain biking, surfing, kayaking, paddle boarding, snorkeling or rock climbing. One of Jason’s passions is traveling, and he has traveled throughout the US and internationally. Although, his new passion is spending quality time with his baby girl Jual!
Monica Brown has been an independent financial advisor since 1994. She earned her bachelor’s degree in education, using that background to break down complex financial concepts and explain them to clients in a way that makes them easy to understand. Monica also earned a Master of Science in Financial Services in 2003 from The American College. She holds the Chartered Financial Consultant (ChFC) designation, the Chartered Advisor for Senior Living (CASL) designation, as well as the Retirement Income Certified Professional designation. Monica is a member of the Baltimore chapter of The Society of Financial Services Professionals as well as Women in Insurance and Financial Services (WIFS). In her spare time, Monica enjoys anything associated with the water: swimming, boating, scuba diving, and kayaking. She also enjoys hiking and running.
We are supported by a network of premier professionals, who bring strength, stability, and independence through strategies that are designed to work for today and tomorrow. All with one goal in mind – your success.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.