Meet Our Team

Jason Breit is nationally sought out by business owners, real estate investors, doctors and other successful professionals for his distinct ideas and “out of the box” thinking to financial, estate, and asset protection planning. Jason combines his formal education in law and business with years of practical experience. 

Jason is an attorney in New York (Admitted 2007). He is a graduate of Roger Williams School of Law (Juris Doctorate), Dowling College Townsend School of Business (Master of Business Administration), and Hamilton College (Bachelor of Arts). Jason has earned the Retirement Income Certified Professional (RICP ®) designation from the American College. He also is certified by the Corporation for Long Term Care (CLTC).