Our Team

Jason S. Fitz is the Founder and Private Wealth Advisor of Laurentide Wealth, a financial advisory firm dedicated to high-net-worth individuals, families, and business owners. Drawing on his experience, Jason advises clients across critical financial areas, including fee-based financial planning, wealth and asset management, risk management and insurance, estate planning, and intergenerational wealth planning. His team at Laurentide Wealth comprises seasoned financial planners and staff committed to delivering tailored strategies and comprehensive financial advice. In 2014, Jason earned the designation of CERTIFIED FINANCIAL PLANNER^® professional, upholding the highest standards in the industry.

Before establishing Laurentide Wealth, Jason spent a decade with Lincoln Financial Advisors/Sagemark Consulting, joining in 2014 and quickly advancing to the elite Sagemark Consulting Private Wealth Services division. He previously built a robust financial planning practice at Equitable Advisors, LLC, starting in 2009, after gaining valuable advisory experience at Merrill Lynch in the Private Client Group. Earlier, Jason spent five years at Goldman Sachs Asset Management, managing institutional client relationships with over $2 billion in assets, spanning equities, fixed income, and alternative investments. He also worked in the investment management practice at Seward & Kissel LLP.

Jason graduated from University of Pennsylvania and Phillips Exeter Academy. He is a Registered Representative, an Investment Advisor Representative, and a Licensed Insurance Agent. He resides in Armonk, NY, with his wife, Katarina, and their daughters, Neve and Hope.

Ina Miraka is a Private Wealth Assistant at Laurentide Wealth, working closely with Jason to guide clients toward financial stability and growth. She holds a Master's degree in Economic Psychology from Tilburg University in the Netherlands and a B.S. in Psychology with a minor in Economics from City College of New York. Ina’s experience spans leadership development, process improvement, financial analysis, and client relationship management. At Shell, she optimized retail network procedures and coordinated financial projections. Additionally, she has academic experience as an adjunct lecturer, teaching principles of psychology and fostering interactive learning environments. Fluent in Albanian and Spanish, and SHRM-CP certified, Ina’s multifaceted skills make her an invaluable asset to the Laurentide Wealth team.