Jason Rericha, CFP®, CRPC®
I help clients build a Healthy Plan so they can live a Wealthy Life™.
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I help clients build a Healthy Plan so they can live a Wealthy Life™.
Areas of Focus
- Business Owners
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Social Security Optimization
- Taxes
About Jason Rericha, CFP®, CRPC®
Hi, I'm Jason Rericha, Managing Director and Co-Founder of YellowWood Wealth Solutions, LLC. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Retirement Planning Counselor℠ (CRPC®).I began my career in the financial services industry in 2007 working as an investment banker in Cleveland, Ohio. In this role my team advised banks and thrifts on strategic opportunities involving M&A and capital acquisition. Having been in this crucible during the 2008 banking crisis, I got to learn from an experienced team about the need for creative planning, discipline and process.
In 2009 I moved to Charlotte, North Carolina and began working as a financial advisor for a national Wall Street firm. While working there I also co-led their new advisor training program. Les and I began working together in 2012 and in 2018 left to create YellowWood Wealth Solutions.
At YellowWood our motto is Healthy Plan, Wealthy Life™. What I enjoy most about my role is the meaningful conversations we have with our clients that lead to the breakthrough moments where they realize that a wealthy life isn't just about their future, but instead their whole life, starting today.
I have a bachelor's degree from Miami University and a Master's degree from Case Western Reserve University. I currently reside with my family in south Charlotte.
When I'm not in the office, I enjoy spending time with my family, doing yard work, hunting and fly fishing.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Retirement Planning Counselor (CRPC)
Primary Location
1515 Mockingbird Lane, Suite 880, Charlotte, NC 28209
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the Book Intro Call button above to schedule a complimentary introductory meeting. During our first conversation, we'll get to know you — your goals, your values, and where you are on your financial journey. From there, we'll walk you through our proprietary Healthy Plan process and discuss which of our service solutions best fits your unique needs. We look forward to speaking with you.Offers Investment Management
Yes
About YellowWood Wealth Solutions
At YellowWood Wealth Solutions, we believe everyone deserves a chance to strive for the financial freedom wealth can provide. Having access to financial advice and investment solutions can be crucial to your success. We engage with our clients in multiple ways because wealth management isn’t a one size fits all solution.Why Work With Us
Working with a financial advisor should be fun and fulfilling. After all, isn’t that what you want your life to be? We are a privately held, independent financial advisory firm built on financial planning and a team-based approach to working with clients. Our proprietary process, The Healthy Plan, is designed to build custom solutions for each unique relationship so your money can serve you best.
Approach
Our philosophy is to help clients focus on their goals and what will give them the greatest return on life.
Independent Fiduciary
Working with an independent fiduciary legally binds us to place your best interest first.
Expertise
Dedicated to providing sound financial planning services through ongoing learning and development.
Technology
We partner with leading technology developers to provide you sound advice and modernized tools.
Our Philosophy
We strive to help our clients align their financial resources with their values so they can live a full and meaningful life now and in the future. Healthy Plan, Wealthy Life™.
The Healthy Plan Path
We believe that with better guidance, you can live a better life. The Healthy Plan Path is a proprietary process we designed from years of experience working with clients to achieve their financial vision. Our customized solution to your unique goals creates a personalized roadmap to make the important financial decisions in your life. And because life can be crazy at times, we’ll put all of this in an organized binder for you, so your roadmap is always at your fingertips.
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Investment advisory services offered through YellowWood Wealth Solutions, LLC, a DBA of tru Independence Asset Management, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission.
Education
Case Western Reserve University, Master's Degree, Finance | Miami University, Bachelor's Degree, Business
Hobbies and Interests
- Family
- Fishing
- Hunting
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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Write a Review
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5 Stars
Warm, personal, professional service. YellowWood encapsulates what it means to have a sound and caring financial advocate on your side. We are very fortunate that our advisors know us and understand our needs and goals. The team provides us with objective information and recommendations, which gives us the agency to make informed decisions about our future. We would feel much less confident planning our financial outlook without YellowWood's partnership.
5 Stars
This group is fantastic to work with. We trust our financial future with them 100%.
5 Stars
5 Stars
Tori Waldman and the professionals and staff at YellowWood Wealth Solutions are aces. Their expertise is off the charts. Equally as important is the way they genuinely care about their clients. They treat their clients as if each one is the most important person to their firm. They also interact with their clients in the same manner as they would want to be treated and interacted with if they were sitting on the other side of the desk. I cannot say enough good things about all of them.
5 Stars
Yellowwood has helped me reach my goal of a successful retirement. The owners and staff are all top notch, knowledgeable and supportive.
5 Stars
I have been working with YellowWood for several years through various stages of life and life events. These are great people with significant financial knowledge, excellent communication practices, and enthusiasm for their business to grow AND for their clients' wealth / goals to be realized. I highly recommend this firm.
5 Stars
I’ve been working with YellowWood for several years and watched the firm grow ( as well as my investments:) They have managed to retain a personal connection while providing excellent service. My questions are answered, I get regularly reports/updates and enjoy a good working relationship with my personal liaison. Highly recommend.
5 Stars
In all the years we have been with YellowWood, we have never had the need to question any decisions they have made on our behalf. This company operates with the utmost degree of integrity. Trust in management and staff standouts out up front.Thank you YW!
5 Stars
We've been working with Les and the Yellowwood team for ~20 years and would recommend highly!
5 Stars
The people at YellowWood are what makes the difference. They are experts at managing portfolios to meet their clients expectations. I have been with them since they opened their doors and couldn't be happier with the service they provide.
5 Stars
I have been working with Les Watson since before YellowWood Wealth Solutions and have had an excellent experience with my portfolio, discussing financial forecasts, trends and more. They have been very attentive, professional and a joy to work with. I would highly recommend them.
5 Stars
YellowWood is a wonderful financial services company. They help with planning as I age, providing money for my grandchildren and investments to add to my retirement as I age.
5 Stars
YellowWood Wealth Solutions is excellent. They have been my financial advisors since 2011. They are knowledgeable, organized, patient, and keep me well-informed. I highly recommend them.
5 Stars
The friendliest people to deal with especially Tori! They are super responsive to inquiries and concerns and have a vast amount of practical information for your financial planning goals.
5 Stars
I have had the pleasure of working with Yellowwood Wealth since 2022 as a recommendation from a close friend, and I can confidently say they are an outstanding financial advisory firm. From the very first meeting, their team demonstrated a deep understanding of my financial goals and provided tailored strategies that truly resonated with my needs.Their professionalism and expertise are evident in every interaction, and they consistently go above and beyond to ensure I feel informed and supported. The personalized attention I received made a significant difference in my financial planning journey.What impressed me the most was their commitment to transparency and education; they took the time to explain complex concepts in a way that was easy to understand. I now feel empowered to make informed decisions about my financial future and couldn't be more grateful. I highly recommend them to anyone seeking a trustworthy and dedicated financial advisor!
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