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Forecast Capital Management
Home
Comprehensive Wealth Management
Investment Management
Financial Planning
Tax Planning & Strategy
Wealth Strategy
Liquidity & Exit Strategy
Risk Management
Private Investment Options
Why FCM?
Who We Serve
Global Macro Strategy
Real Estate
Alternatives
Team
Blog
Contact
Login Account
Schedule A Call
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Private Client

Jason is a wealth advisor and former real estate litigation attorney who also helps run an in-house institutional global macro strategy. That combination allows me to deliver coordinated advice that bridges investments, tax strategy, entity structure, borrowing, and private alternatives — all in one place.

We offer two retained-service tiers for a limited number of families.

  • $15,000

  • $3 Million - $12 Million

  • Included (with your CPA and Estate Attorney)

  • Full Annual review + action items

  • Up to 3 written reports per year. Additional reports beyond limit is $4,000 each.

  • Included

  • Annual Review + Recommendations

  • Included

  • Standard

  • Quarterly Scheduled + as-needed

Family Office Lite

  • $30,000 - $50,000

  • $10 Million or highly complex

  • Included + follow-up implementation session

  • Quarterly review + coordination with counsel

  • Unlimited private investment reviews

  • Included +quarterly monitoring

  • Quarterly review + transaction support

  • Included + mid-year session

  • First-look

  • Monthly Scheduled + on-demand

Availability is strictly limited and filled on a first-committed basis.

Private Client - 15 spots remain

Family Office Lite - 10 spots remain.

Contact.

2454 Castle Butte Dr.
Castle Rock, CO 80109 (Main Office)

12136 Gannett Pl. Bradenton, FL 34211 (Branch Office)

4068 Deer Valley Dr. Castle Rock, CO 80104 (Branch Office)

T: (720) 432-1435

Interested in more information?
info@forecastcapitalmanagement.com

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