Jonathan Gassman
Managing Director & Private Wealth Advisor @Firm Foundation Family Wealth
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WORK HISTORY
Managing Director & Private Wealth Advisor @Firm Foundation Family Wealth
Boca Raton, FL, US
I lead the firm’s Boca Raton office, serving as Managing Director and Private Wealth Advisor. I specialize in sophisticated, multi-disciplinary planning that integrates investment strategy, tax and estate planning, philanthropic design, and business succession. My work emphasizes aligning each client’s wealth with their values, vision, and legacy goals.Disclosure: Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as Firm Foundation Family Wealth, and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC, doing business as Firm Foundation Family Wealth, unless a client service agreement is in place. Third-party posts found on this profile do not reflect the views of NewEdge Advisors, LLC and have not been reviewed by NewEdge Advisors, LLC for accuracy or completeness.
EDUCATION
Long Island University
BS, Accounting
Long Island University
Masters
SKILLS
ABOUT JONATHAN GASSMAN
I’m passionate about helping families bring clarity, confidence, and purpose to their wealth. For more than three decades, I’ve guided high-net-worth families, business owners, and executives through the complexities of growing, preserving, and transitioning wealth, ensuring their financial decisions reflect their values and long-term vision.At Firm Foundation Family Wealth, I lead the firm’s Boca Raton office, serving as Managing Director and Private Wealth Advisor. I specialize in sophisticated, multi-disciplinary planning that integrates investment strategy, tax and estate planning, philanthropic design, and business succession. My work emphasizes aligning each client’s wealth with their values, vision, and legacy goals.I previously led a multi-disciplinary tax and financial planning firm, a third-generation CPA practice serving the complex needs of high-net-worth families. After selling the firm to a national accounting company, I carried forward that family office mindset, integrating tax, estate, investment, and philanthropic strategies to help clients achieve their most important goals. I’m a CPA/PFS™, CFP®, and Chartered Advisor in Philanthropy (CAP®), and I see my role as part strategist, part educator, and part “financial Sherpa,” helping families make informed decisions and live with purpose. My background and experience have shaped my belief that exceptional advisory work requires both technical mastery and genuine personal connection.Areas of Focus:• Investment strategy & portfolio construction• Estate & income tax planning• Philanthropic design (foundations, DAFs, charitable trusts)• Business succession & exit planning• Multi-generational legacy planningCredentials: CPA/PFS™ | CFP® | CAP®Education: B.S. & M.S. in Accounting/Taxation, Long Island University – C.W. Post
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