Meet Jason

Jason Berton

As Wealth Management Advisor and Head of Investments at Arbor Wealth Strategies, Jason helps clients bridge the gap between technical financial engineering and behavioral balance.
With a deep fascination for behavioral finance, he designs tax-aware investment frameworks that serve as an emotional airbag for wealth, helping to protect portfolios from market turbulence and helping clients trade financial anxiety for confidence.

Before transitioning into wealth management, Jason successfully founded and led companies across the Fashion, Packaged Food, and Tech sectors.
This diverse entrepreneurial background gives him a unique, first-hand understanding of what it takes to build a business from scratch, manage complex cash flows, and protect personal wealth, health, and happiness outside of a company's balance sheet.

At Arbor Wealth Strategies, Jason extends this real-world experience to a sophisticated client base of business owners, executives, attorneys, and doctors.
He takes a holistic, team-oriented approach to wealth accumulation, asset preservation, and retirement distribution strategies, translating his clients' professional success into personal financial independence.

Beyond his professional dedication, Jason believes a great financial plan is simply a tool to live a full and balanced life.
A proud husband and father of two daughters, he is an active member of his community, an avid golfer and pickleball player, and a lifelong Dodgers fan who enjoys exploring the intersection of art, design, and disruptive technology.