Jason R. Savey

Private Wealth Advisor at Onyx Bridge Wealth Group

Role: Private Wealth Advisor at Onyx Bridge Wealth Group
Location: Tarrytown, NY, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Jason R. Savey

I am licensed in the following States: AZ, CA, CT, FL, ME, NJ, NV, NY, TX, VA. Any…

Experience

Private Wealth Advisor
Onyx Bridge Wealth Group
Feb 2020 — Present · Tarrytown, NY, US

Skills

Estate Investment Strategies
Wealth Management Services
Financial Advisory
Financial Services
Multigenerational Wealth Transfer Strategies
Retirement Savings
Asset Allocation
Risk Management Strategies
401(K) Rollovers
Deferred Compensation Plans
Wealth-Preservation Strategies
Retirement-Plan Consulting
Business-Succession Strategies
Tax-Efficient Strategies
Fixed Income Strategies

Contact information

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Work email
•••••@onyxbridge.com
Personal email
•••••@•••••.com
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Current company

Onyx Bridge Wealth Group

Financial Services · 32 employees · Tarrytown, New York, United States

Onyx Bridge? It may not sound like a financial institution. We hope not. Because we’re not like any other financial planners out there. The name of our firm emerged as our team drilled down to the essence of who we are and what we want to provide for our clients. We are, at our core, builders of authentic relationships. We are connectors. We connect to our clients on a personal level, and then we connect our clients to their financial goals. We unearth what truly matters to our clients and offer real, deeply intentional financial planning advice on how to get there. Disclosures- Advisory services offered through Onyx Bridge Wealth Group, LLC (“OBWG”) a registered investment adviser. OBWG is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability- Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and investment strategies have the potential for profit or loss- Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. OBWG is not engaged in the practice of law- Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

onyxbridge.com

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