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.

Jordan Paris is Private Wealth Assistant at Laurentide Wealth and an integral part of the team, working closely with Jason to help deliver a high level of service and support to the firm’s clients.  Jordan joined Laurentide Wealth in May 2026 and was subsequently promoted to his current role.  He also has a longstanding connection to the financial services industry, as his grandfather founded a practice affiliated with Commonwealth Financial Network.