It all changed with a phone call in 1995, Jay's father, a business owner, sustained a head injury and as a result required long term care in a facility. Jay then pulled up his roots in Colorado and returned to New York to oversee his father’s care and family matters. Shortly afterward Jay found himself administering home care to his mother whose health rapidly declined due to the strain and stress. All of the above with the help from Jay's brother flying in from Dallas on a regular basis.
Living this "trial by fire" forged a new passion, a forever focus...to help families, and businesses, pursue a sound financial future and help them guard against not only the financial drain but the emotional drain as well of passé planning.
Jay returned to the classroom adding to the skills and experience he acquired while in the fields of corporate finance, business and business development so that he could help those with financial goals and dreams. Starting out in large firms in both New York and Denver Jay found himself perpetually perturbed with the continuing conflict of interests found in those "too big" of firms, appearing to be more concerned with generating wealth for themselves and their shareholders, rather than their clients.
Jay left to develop Ashton Wealth Management. Teaming with Money Concepts he was empowered to offer steadfast fiduciary service by always placing the interests of clients paramount, truly free of any undue influence from Big Banks, large investment firms or insurance carriers. Through Money Concepts, Ashton Wealth Management has access to the leading technologies but as important is Money Concept's commitment to extensive due diligence and client protection.
Interests and Activities
Jay has spoken before before groups at workplaces,churches, schools and community centers. Some of the topics of his speaking angagements have been "Elder Abuse and Financial Manipulation", "Employee Worksite, Empowering Employees" and "Longevity Planning". To help fully engage, educate and empassion the listener in seeking the answers to financial well being Jay studied under a nationally recognized speaker.
Our client base reflects Jay's outlook and philosophy in prioritizing family and community as he is active with, and or supports Big Brothers/Big Sisters, Colorado Special Olympics, Leadership Golden, The Denver Foundation and Adaptive Sports Association of Durango. Jay is past board member of Victim Outreach Inc. of Jefferson County and past board member of The Community Foundation serving Southwest Colorado and the Manna Soup Kitchen while living in Durango, CO
Ashton Wealth Management is a team sponsor of Racer X Cycling which provides a well-managed support structure, training programs and camps for the committed beginner, intermediate and experienced female and male racers. Their commitment extends to mentoring and volunteering within the community.
Lisa Stanford - Client Relations
Lisa Stanford has been in the industry since 2006. She is committed to providing excellent service and loves to help people. She is a proud mother to 2 incredible children, and the Favorite Aunt to her nieces and nephews. She’s active in her community and participates in many local fundraisers, including Relay for Life for the American Cancer Society, Disabled American Veterans, and local Scholarship programs. She volunteered countless hours for the Police Athletic League over the years, and she is a past board member for Pop Warner Football and Cheer. People say she never meets a stranger, only friends she doesn’t know yet.
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
note: Ashton Wealth Management is an independent firm and not affiliated with Money Concepts