Jason Craine

About Jason Craine

Your financial goals are unique, and your plan should be too. Our approach is to create a personalized strategy that aligns with what matters most to you - whether it’s protecting your future or pursuing a lifelong goal.Our work begins with understanding your story: your values, priorities, and what excites you about the future. Together, we build a clear, custom plan tailored to your goals and comfort level. Using a cash-flow-based planning approach, you gain a complete view of your financial picture and a roadmap designed to simplify decisions and empower you every step of the way.Tax optimization plays a critical role in your financial plan. From retirement income and investment strategies to charitable giving and estate planning, a thoughtful approach to taxes helps you make the most of your resources now while building a sustainable future for generations to come.Whether you’re a family, business owner, medical professional, or executive - it’s our goal to treat your journey with the care and attention it deserves. We focus on delivering actionable strategies that are effective and designed to fit seamlessly into your lifestyle and aspirations.Areas of focus may include:• Comprehensive financial analysis and tailored planning• Customized investment management designed to align with your goals• Access to alternative investments, if qualified and suitable• Direct indexing strategies available• Real estate investment opportunities available• Integrated tax optimization strategies• Risk management and insurance planning• Education funding solutions• Guidance through collaborative divorce• Business succession planning• Charitable giving strategies that reflect your values• Estate and trust planning to help protect and transfer your legacyWhether you’re preparing for retirement, navigating a major life transition, or creating multigenerational wealth, our process is personal, collaborative, and focused entirely on your needs. Together, we aim to create a financial future that reflects your vision and brings your goals to life.Credentials: CFP®, AWMA®, AAMS®All advisory services are offered through Savvy Advisors, Inc.(“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”). Savvy Wealth Inc.(“Savvy Wealth”) is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as “Savvy”. Cedar+Sevens Private Wealth is used for marketing purposes only. Cedar+Sevens Private Wealth and Savvy are not affiliated or related.

Experience

1. Principal Wealth Manager (Savvy Platform)

   Savvy Wealth

   Nov 2024 — Present · Wichita, KS, US

   Savvy Wealth is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage its purpose-built, integrated technology platform to help build organic business growth with enhanced software and sales and marketing automation. Its proprietary technology empowers advisors to scale revenue faster and spend more time with their clients aimed at delivering better outcomes.

Education

• University of Auckland

  Study Abroad, Business administration, Cultural studies

  2004 — 2005

• William Jewell College

  B.S., Business Administration Management Leadership

  2002 — 2006

• Francis Howell North

  H.S. Diploma

  1998 — 2002