Jason H. Kurchner, CFP®

Chief Executive Officer


Founder and CEO of Sage Consulting, Jason Kurchner has built one of the most respected and prestigious independent estate planning and insurance firms in the United States. Jason believes that the dynamics of every family are unique and often require an inspired approach when developing estate plans. For nearly 30 years, he has served wealthy individuals, philanthropists and corporations seeking sound and creative methods to build, protect and transfer wealth.

Jason attributes the success of Sage to the personalized planning and strategic development given to every client. Called upon by some of the top law firms in the nation, Jason and his team work with financial planners, investment advisors and estate planners throughout the country to structure estate and insurance plans meeting the unique needs of families, companies, philanthropists and wealthy individuals. As testimony to the expertise of Jason and his team at Sage, over ninety percent of new referrals are introduced to the firm by existing clients, former clients and professional firms.

Out of the office, Jason is an accomplished athlete, competing in the Florida Ironman and several other triathlons. He also enjoys long-distance cycling, reading and traveling.

Key Accomplishments

Member of the International Association of Financial Planners

Certified Financial Planner

Contributing expert to the New York Times, Wall Street Journal and Barrons

Graduate of Skidmore College with degrees in Psychology and Communications

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