While you will have a primary relationship with an individual Mainsail advisor, you are actually getting an entire crew. In fact, we make it a point at the outset of every relationship to engage all of our team members in getting to know new clients and the fundamentals of their investment objectives.
Over time, we continue to collaborate on your needs as only a small company can do. You'll be a stranger to no one here, nor will any of us be to you. The service ethic here runs deep and company-wide. What needs to be done for a client is acomplished competently and quickly by whoever is on deck and able to help.
Mainsail staff members are fully on board for working with attorneys, accountants and others who provide you with professional services. Whatever keeps you moving ahead is what counts with us.
Jason Koptish is CERTIFIED FINANCIAL PLANNER ™ professional and a founding partner of Mainsail Wealth Advisors, LLC. As a CFP® certificant, Jason has met the rigorous experience and ethical requirements of the CFP® board and has successfully completed the required comprehensive coursework and the CFP® certification exam. Jason also holds an Accredited Asset Management Specialist designation. As an AAMS designee, he has expertise in the areas of asset management and investment planning which he utilizes as the teams’ lead portfolio manager.
Jason works with retirees, pre-retirees, and business owners providing comprehensive, full service, financial planning and investment management services.
Before helping to found Mainsail Wealth Advisors in 2013 Jason started his career in finance in 2005, joining AG Edwards & Sons as a financial advisor and later joining the Haley-Mansfield-Koptish-Glaze Wealth Management Group in 2007. Prior to his career in finance, Mr. Koptish served as the Director of the Middle Peninsula Business Development Partnership and President of Vanguard Web Studios LLC.
Jason enjoys playing golf and soccer, and has a passion for music and good beer. He lives in Richmond with his two children Noah and Parker.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.