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Comprehensive Wealth Management

Investment Management

Financial Planning

Tax Planning & Strategy

Wealth Strategy

Liquidity & Exit Strategy

Risk Management

Private Investment Options

Global Macro Strategy

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Schedule A Call

Comprehensive Wealth Management

Investment Management

Financial Planning

Tax Planning & Strategy

Wealth Strategy

Liquidity & Exit Strategy

Risk Management

Private Investment Options

Global Macro Strategy

Login Account

Schedule A Call

Folder: Services

Comprehensive Wealth Management

Investment Management

Financial Planning

Tax Planning & Strategy

Wealth Strategy

Liquidity & Exit Strategy

Risk Management

Private Investment Options

Folder: Investments

Global Macro Strategy

Login Account

Schedule A Call

Private Client & Family Office Lite Services

Sophisticated Coordination for Complex Wealth

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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