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.

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the vide...
07/18/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

What actually happens when the U.S. government shuts down?
07/17/2026

What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

07/16/2026
Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out wha...
07/15/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Children with special needs may need ongoing help after their parents are gone.
07/13/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
07/11/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally,...
07/10/2026

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Even if you’re young and single, you should still consider protecting yourself with insurance.
07/08/2026

Even if you’re young and single, you should still consider protecting yourself with insurance.

Even if you’re young and single, you should still consider protecting yourself.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

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

Website

Alerts

Be the first to know and let us send you an email when Jason G Swartley_Financial Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category