Jason G Swartley_Financial Advisor

Jason G Swartley_Financial Advisor At Aera Advisory & Wealth Management, we help business owners & families grow, protect & pass on wealth. Message us today to schedule your free consultation

From barnyard to boardroom—trusted planning for your legacy. At Aera Advisory & Wealth Management, I help business owners, families, and individuals build lasting financial confidence through smart, personal, and practical planning. I specialize in working with multi-generational, blue-collar family businesses—farmers, builders, tradesmen—and professionals alike. Whether you're in the barn or the

boardroom, we’ll meet you where you are and guide you toward your goals with clear, customized strategies. Our services include:
• Wealth management and retirement planning
• Business succession and estate strategies
• Tax-aware investment planning
• Trust and legacy design
• Employee retention and buy/sell solutions

Rooted in the Finger Lakes and serving clients nationwide, I believe in building long-term relationships based on trust, clarity, and consistent support. Let’s talk about how to protect what you’ve built—and create the future you want.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
09/02/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and ...
08/31/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

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What’s the difference between a General Obligation bond and a Revenue bond?
08/29/2026

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
08/28/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ...
08/27/2026

🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫

Some diets lighten nothing but your wallet. Here’s a few to avoid.
08/26/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful che...
08/24/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

The truth is a little more complicated with these personal finance idioms.
08/22/2026

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
08/21/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

💡 Your legacy: a beacon of light in a changing world! 💡 During this special month, let's remember that our legacy isn't ...
08/20/2026

💡 Your legacy: a beacon of light in a changing world! 💡 During this special month, let's remember that our legacy isn't just about our achievements—it's about the values we hold dear and the positive change we create. Share your wisdom, uplift others, and be the guiding light that illuminates the path for future generations. ✨

Address

122 North Genesee Street
Geneva, NY
14456

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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