Jason H. kurchner, CFP

CEO at sage consulting and wealth preservation, inc.
Connect with Jason
Jason Kurchner PhotoThrough Sage Consulting and Wealth Preservation, as well as Sage's partners—Physician's Benefit Services, CPA Planning, Sage Wealth Management, Paladin, and M Financial—Jason Kurchner provides his clients with greater clarity and increased control over their wealth. Outside 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.

Who is jason kurchner?

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.
Jason and the team at Sage Consulting and Wealth Preservation are called upon by some of the top law firms in the nation, working with financial planners, investment advisors and estate planners 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 the Sage team, over ninety percent of new referrals are introduced to the firm by existing clients, former clients and professional firms.

Accomplishments and Certifications

Member of the International Association of Financial Planners

Certified Financial Planner (CFP)

Contributing Expert to The New York Times, Wall Street Journal and Barrons


Pschology and Communications
Skidmore College
Saratoga Springs, NY


Through Sage Consulting and Wealth Preservation, as well as Sage's partner companies Physician's Benefit Services, CPA Planning, Sage Wealth Management, Paladin, and M Financial, Jason Kurchner and his associates provide the following services:

  • Tax minimization
  • Wealth transfer and estate planning
  • Independent and objecitive investment advice
  • Asset protection and protection from lawsuits
  • Qualified retirement plan analysis
  • Audits
  • Physician and practice solutions
  • Business succession and risk management
  • Executive and corporate benefit solutions

Sage Consulting and Wealth Preservation is headquartered in Saratoga New York, with offices in Boston, MA; Minneapolis, MN; New York, NY; Philadelphia, PA; and Richmond, VA.

contact jason kurchner

  • Sage Consulting and Wealth Preservation
  • Address:340 Broadway, Saratoga Springs, NY 12866
  • Phone: (518) 583-7243

  • Email