As an experienced wealth advisor, Jason Mishaw has worked with many high-net-worth individuals and corporate executives over his career. Jason believes that his most important role is to develop a close relationship with his clients and their families, to listen and learn about their long term goals, and provide customized education and advice to them on their financial pathway.
Jason’s practice reviews and integrates all facets of his client’s financial lives into their financial plan, to make sure all components are working together efficiently. These include cash flow and retirement planning analysis, corporate benefits optimization, tax planning, portfolio management, customized investment strategies for company stock concentrations, estate planning, and multi-generational succession.
Jason graduated from Rice University with BA in Economics and BS in Biochemistry and Cell Biology, and obtained a Master’s of Science in Finance from the University of Houston’s Bauer School of Business. He is also a Chartered Financial Analyst (CFA®).
Jason resides in Houston with his wife Sabrina. They enjoy taking their Weimaraner camping and hiking in Texas State Parks, and Jason also enjoys kayaking and fishing.
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