Founder, Bayfront Wealth

Jason Stuber

Your Partner in Personalized Retirement Planning

As you get closer to retirement, the decisions you make now will shape your future for decades to come. That’s where Jason Stuber comes in.

With years of experience helping individuals and families transition into retirement, Jason built Bayfront Wealth to deliver the kind of clarity, structure, and ongoing support most people never get from a typical financial advisor. His belief? That every person deserves a plan built just for them — and an advisor who’s in their corner long after the paperwork is signed.

What Sets Jason Apart

A 6-Point Financial Plan That Covers It All

From income and investment strategies to tax, insurance, and estate planning — Jason’s comprehensive process ensures nothing slips through the cracks.

Real 1:1 Support
‍

Every client gets Jason’s personal mobile number. You won’t go through a gatekeeper or get bounced between departments — just real advice, when you need it.

Family Office-Style Service

From collaborative planning with CPAs and estate attorneys to education for the next generation, Jason’s approach is holistic and relationship-driven.

No Cookie-Cutter Portfolios

Your goals, your timeline, your plan. Everything is tailored — and reviewed regularly — to ensure it stays aligned with your life.
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Who Jason Works With

At Bayfront Wealth, we believe your retirement plan should be as unique as your story. Our six-point plan is built to help you feel confident, supported, and prepared for every stage of life after work.

1

Are approaching retirement
(usually within 5–10 years)

2

Want a proactive, tax-aware plan that simplifies complex decisions

3

Value having a long-term relationship with their advisor — not just a once-a-year review

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Ready to Start Your Plan?

Book your a 1-on-1 session with Jason today. We’ll talk about where you are now, where you want to go, and how to get you there — with confidence.
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Trusted by over 300 clients.

jason@bayfrontwealth.com | Mon–Fri, 9:00 am - 5:00 pm

Terms Of Services • Privacy Policy

Bayfront Wealth and Insurance, LLC is a licensed insurance agency which is separate from Jason’s role as an Investment Advisor Representative of Portfolio Medics, LLC. Investment advisory services are offered through Portfolio Medics, LLC. Bayfront Wealth and Insurance, LLC and Portfolio Medics, LLC are not affiliated. The information contained here is intended for educational purposes only. It does not constitute financial planning/investment advice, nor is it a substitute for financial planning/investment advice.

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