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Build WealthPlan With Confidence
Secure Your Future
Work with Jason Stuber through Portfolio Medics to build a disciplined investment strategy around your goals, with clear, ongoing guidance designed to grow and protect what you've earned.
Build WealthPlan With Confidence
Secure Your Future
Work with Jason Stuber through Portfolio Medics to create a disciplined investment strategy built around your goals. Get clear guidance designed to help grow and protect your wealth over time.
Ranked Top 1% Of RIAs By USA Today
Ranked Top 1% Of RIAs By USA Today
Does Any of This Sound Familiar?
At a certain level of success, financial decisions get more complex, and the cost of getting them wrong gets higher. That's where independent, experienced guidance matters most.
At a certain level of success, financial decisions get more complex, and the cost of getting them wrong gets higher. That's where independent, experienced guidance matters most.
Wondering if your investments are on track?
Receive a review that goes beyond the statement to confirm your strategy fits.
Looking to turn savings into income?
Worried about a market downturn Happening?
Own a portfolio built to manage downside risk and protect your timeline.
Unsure how long your money will actually last?
Stress-test your plan against real-world scenarios so you retire with confidence.
Juggling multiple accounts and advisors?
Consolidate the complexity into one cohesive plan you can actually follow with ease.
Feeling like you're facing volatility alone?
Work with a fiduciary advisor who stays engaged through every market cycle.
Unsure how long your money will actually last?
Stress-test your plan against real-world scenarios so you retire with confidence.
Juggling multiple accounts and advisors?
Consolidate the complexity into one cohesive plan you can actually follow.
Feeling like you're facing volatility alone?
Work with a fiduciary advisor who stays engaged through every market cycle.
A Simple 3-Step Process
Financial planning doesn't have to be complicated. Here's how we work together:
Financial planning doesn't have to be complicated. Here's how we work together:
STEP 01:
Diagnostic
We start by mapping where you are now, what's working, and where the gaps are.
STEP 02:
Strategy
From there, we build a personalized roadmap aligned to your goals and timeline.
STEP 03:
Execution
We put the plan into action, then adjust and refine it as your life evolves.
STEP 01:
Discovery
Let’s understand where you are now and where you want to go.
Strategy
We’ll then develop a wealth roadmap tailored to your goals.
STEP 03:
Execution
Let’s put the plan into action and adjust as needed.
Meet Jason Stuber
Meet Jason Stuber
Jason works with clients through Portfolio Medics to help them make smarter financial decisions and build lasting security.
His approach combines disciplined investment planning, tax awareness, and proactive ongoing guidance, so clients move forward with clarity instead of guesswork.
Jason builds long-term relationships with people who value straight talk, thoughtful strategy, and a structured approach to managing wealth.
His approach combines disciplined investment planning, tax awareness, and proactive ongoing guidance, so clients move forward with clarity instead of guesswork.
Jason builds long-term relationships with people who value straight talk, thoughtful strategy, and a structured approach to managing wealth.
Success In Numbers
Frequently Asked Questions
Who do you typically work with?
Professionals, business owners, and families who want a structured plan for growing and protecting their wealth.
Do I need a large portfolio to get started?
Not necessarily. What matters most is the commitment to building a clear plan and improving your long-term strategy.
What types of planning do you help with?
Investment strategy, retirement income planning, tax-aware portfolio decisions, and long-term wealth building.
What if I already have investments elsewhere?
Many clients start with a second opinion. A fresh look often reveals opportunities to improve efficiency and reduce unnecessary risk.
That's what the first conversation is for. We start there and build from it
Take the First Step
Take the First Step
A clear financial strategy changes how you approach the future. Schedule a conversation with Jason to review where you stand and map out your next move.
A clear financial strategy changes how you approach the future. Schedule a conversation with Jason to review where you stand and map out your next move.
Portfolio Medics is an SEC-registered investment advisory firm.
27499 Riverview Center Blvd Bonita Springs, FL 34134
Phone: (239) 444-1766
Advisory services offered through Portfolio Medics.
Views expressed by Portfolio Medics are theirs alone. This summary is for informational purposes only and shall not constitute advice and are not an offer to buy or sell, or a solicitation of any offer to buy or sell investment products. Different type of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either by suitable or profitable for your portfolio. All investment strategies have the potential for profit or loss and past performance is not guarantee of future success. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there is no assurances that it will match or outperform any particular benchmark. Past performance is no guarantee of future performance or profitability. The types of investments discussed also do not represent all the securities purchased, sold or recommended for clients. Stated information is derived from proprietary and non-proprietary sources that have not been verified for accuracy or completeness. While the firm believes this information to be correct, we do not claim or have responsibility for its completeness, accuracy or reliability.
Bayfront Wealth and Insurance, LLC is a licensed insurance agency, distinct from Jason Stuber’s role as an Investment Advisor Representative with Portfolio Medics, LLC. Investment advisory services are provided solely through Portfolio Medics, LLC, an SEC-registered investment advisory firm. Bayfront Wealth and Insurance, LLC and Portfolio Medics, LLC operate independently and are not affiliated.
The information presented is intended for educational purposes only and does not constitute financial, legal, or investment advice. It should not be considered as a recommendation to buy or sell any financial product. All investment strategies involve varying degrees of risk, and there is no assurance that any specific strategy will be suitable or profitable. Past performance is not indicative of future results. Consult a qualified financial professional for personalized advice before making any financial decisions.