Advocates and Stewards for Your Wealth
At Blackwood Wealth Management, we seek to be advocates for your life, your wealth, and your legacy.We will work with you to develop a comprehensive financial plan addressing your immediate and long-term goals. Planning is focused around collaborative meetings driven by your personal values and goals and our core principles. All of this planning will bring little, if any value if not ultimately acted upon. We do not simply deliver “a plan” and leave it to you to take action. Rather, we seek to foster a lifelong partnership based on the concept that financial planning is a continuing and evolving value-added process, not a one-time transaction.
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Jason I. Fox has over 25 years of investing, diligence, and securities analysis experience. Prior to his role as a Financial Planner and Wealth Manager, he was the Director of Acquisitions and Divestitures for a private equity energy-focused investment firm. In addition, he worked as a securities analyst for many years, dating back to 1995. In that capacity, he provided complex investment and financial analysis, market education, and recommendations to investment professionals and their clients.
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Education: B.A. in Economics from the University of Michigan.
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Personal: Jason lives in the Denver Tech Center area with his family and is active in Aish of the Rockies and other area Jewish organizations. He enjoys all that Colorado has to offer from arts and entertainment to the great outdoors of the Rockies!