Paget Center

At Front Street Wealth Management, we believe in a proactive and personalized approach to wealth management that prioritizes our clients' long-term financial well-being. Driven by the principle of ethical fiduciary responsibility, our fee-only structure ensures that our clients' interests are always our paramount concern. We are dedicated to building lasting relationships with our clients, understanding their unique goals, and crafting customized financial plans that empower them to achieve their dreams.

Our Services

We offer a comprehensive suite of services designed to address all aspects of your financial life. Our team of experienced professionals is adept at managing various financial complexities, providing expert guidance every step of the way.

Financial Planning: The foundation of our approach is a thorough and insightful financial plan tailored to your individual circumstances. This plan will encompass a wide range of elements, including your investment strategy, retirement planning, education savings, estate planning, and risk management strategies.

Investment Management: We employ a disciplined, research-driven investment philosophy that focuses on long-term growth and risk management. utilizing a diversified portfolio approach to maximize returns while considering your risk tolerance and financial goals. Our investment strategies are designed to weather market fluctuations and provide a secure foundation for your financial future.

Risk Management: Protecting your assets from unforeseen events is crucial to achieving your financial aspirations. We analyze your risk profile and help you implement strategies to mitigate potential threats, including insurance planning, liability management, and emergency preparedness.

Education and Empowerment: We believe that financial literacy is essential for making informed decisions. We provide our clients with clear, concise explanations of complex financial concepts and tools to help them understand their financial standing and make confident choices.

Our Team

At Front Street Wealth Management, our team is comprised of highly qualified professionals who are passionate about delivering exceptional service and building lasting relationships with our clients.

• Jason P. Tank, CFA, CFP, EA: As the founder of Front Street Wealth Management and a Chartered Financial Analyst, Certified Financial Planner, and Enrolled Agent, Jason brings a unique combination of expertise and experience to our practice. His background as an actuary allows him to provide a comprehensive understanding of risk management and financial planning.

• Jean C. Clous: As our operations manager, Jean ensures the smooth functioning of our firm and provides dedicated administrative support to our clients. Her meticulous attention to detail, strong organizational skills, and commitment to client confidentiality are invaluable assets to our team.