Tax-efficient planning built on integrity
We partner with families and their advisory teams to design, implement, and steward strategies that seek to preserve wealth across generations. Our approach centers on collaboration: We work alongside your CPA, estate attorney, and financial advisor to introduce institutional-level planning without disrupting the relationships you trust.
For more than four decades, Sage Consulting & Wealth Preservation has stood at the forefront of sophisticated tax-reduction, risk-management, and intergenerational wealth-preservation strategies. Built on proven methodology, actuarial precision, and elite professional collaboration, Sage has become the nation’s most trusted resource for families, entrepreneurs, physicians, and business owners seeking to reduce or eliminate confiscatory taxation and convert complex assets into enduring, tax-efficient family legacies.
At the core of this work stands the firm’s three-member leadership team—a uniquely experienced, nationally recognized trio whose combined expertise is unmatched in the industry.
Jason Kurchner
Jason Kurchner | CFP
FOUNDER & CEO, PERSPECTIV PLANNING
Jason Kurchner CFP
President & CEO — Founder
For 40+ years, Jason Kurchner has been a pioneer in eliminating federal income, capital-gains, estate, and GST taxation for ultra-affluent families and closely held business owners. He is nationally recognized for designing the modern Legacy-IRA (LIRA) framework, enabling families to transform taxable, pre-tax retirement assets into tax-free, multigenerational wealth.
Jason has used life insurance as a primary wealth-transfer and tax-efficiency tool for more than 35 years, architecting some of the industry’s most advanced and compliant structures. He serves as the Consulting National Director of Planned Giving for the Orthodox Catholic Church, designing philanthropic, multigenerational strategies that integrate charitable intent with sophisticated tax planning.
A frequent educator at national tax forums for attorneys, CPAs, investment advisors, and financial institutions, Jason has become one of America’s most widely respected authorities in high-end tax mitigation and legacy design.
John L. Reed, MBA
Managing Director & Business Successor at Sage Consulting
John Reed brings a rare combination of analytical rigor and practical execution to advanced wealth preservation, working directly with successful entrepreneurs, executives, and families seeking clear guidance on complex financial and legacy decisions. His focus is structuring nine-figure transactions and multigenerational wealth transfers — translating highly technical planning concepts into clear, actionable frameworks for clients and their advisory teams.
At Sage, John works alongside founder Jason Kurchner and the firm’s advisory network of attorneys, CPAs, and financial professionals on some of the firm’s most complex client situations. He brings an engineer’s precision to the detailed structural work that underpins every engagement, overseeing the execution of Legacy-IRA Plan strategies from design through implementation.
John previously served on the Finance Committee for the City of Newport Beach, reviewing and advising on the city’s $300+ million annual operating budget. He holds an MBA from the University of Cincinnati.
Andrew J. Weinhaus, J.D., LL.M. (Taxation)
General Counsel — 25 Years
For a quarter-century, Andy Weinhaus has served as Sage’s General Counsel, bringing rare depth in federal taxation, deferred compensation, wealth-transfer law, business succession, and advanced insurance planning.
A former VP of Advanced Sales for General American (MetLife) and former Assistant General Counsel at MetLife, Andy secured the expansion of Prohibited Transaction Exemption 92-6, enabling the compliant transfer of life-insurance contracts from qualified plans to trusts—paving the regulatory foundation that supports modern Legacy-IRA architecture.
Andy also served nearly a decade as Adjunct Faculty in Washington University School of Law’s LL.M. Taxation program, teaching advanced deferred-compensation strategies to the nation’s top tax professionals.
Proven National Leadership, Tax-Savings & Value Creation. (Taxation)
Together, Jason, John, and Andy have overseen more than 1,000 successful Legacy-IRA plans, making Sage Consulting & Wealth Preservation the country’s definitive expert in the reduction and elimination of taxation on pre-tax retirement assets, wealth-transfer optimization, and advanced insurance-based planning.
Their combined backgrounds—spanning tax law, actuarial-supported insurance architecture, premium-finance innovation, and high-stakes business succession—position Sage as the #1 authority in America for converting complex tax challenges into tax-free, multi-generational legacies.
Meet the rest of your team at Sage:
M. Ridgway Barker
Managing Partner | JD Withers Worldwide Law Firm, Global Mergers and Acquisitions
Worldwide tax mitigation, legal restructurings, business sales and Exit Planning.
Ed Cotney CExp, CPhD
PRINCIPAL, PERSPECTIV PLANNING
National Tax Strategist, Ed is an accomplished Certified Exit Planning Specialist.
He’s a Certified Philanthropic Planning Gifting Expert and a gifted tax mitigation expert, educator and team player 1998 US Air Force Retired. 1988 Pilot Training. 1986 US Army Paratrooper.
We are grateful to Ed for his great courage and service to our country.
Brock Weaver CPA, CFP
PRINCIPAL, PERSPECTIV PLANNING
Brock is a serial entrepreneur and financial tax mitigation strategist. Brock most recent success is FabX an $85MM Engineering Company he is preparing to sell after completing six business acquisitions. Brock’s practical knowledge relative to Tax Savings & Exit Planning For dentists & Physicians makes him and Perspectiv sought after.
Adam Kurchner CEPA
Adam is a 29-year-old Certified Exit Planning Advisor “CEPA®” dedicated to helping business owners navigate the complexities of tax mitigation and strategic exit planning. With a focus on minimizing tax burdens and optimizing business value, Adam ensures a smooth and successful transition tailored to each client’s unique needs. By combining a strategic mindset with a client-focused approach, he develops personalized solutions that align with individual financial goals and long-term aspirations. Adam’s expertise and commitment empower business owners to confidently achieve their transition objectives.