Who is Jason Helmbold?

I grew up in a suburb of Rochester, NY, where I developed a deep appreciation for nature and the environment. This passion led me to pursue studies in fisheries and wildlife biology at SUNY Cobleskill, and later, I expanded my academic horizons to biogeochemistry and business at Cornell University.

After graduating, I began building my financial planning practice with Northwestern Mutual, a journey that has spanned over 17 years. Throughout this time, my practice has evolved significantly, thanks to the dedication and expertise of my team. Today, we are proud to offer comprehensive financial planning services tailored to meet the unique needs of our clients.

I am fortunate to be married and live in the beautiful Catskill Mountains, where we share our home with our beloved cat, Rue, and our cattle dog, Winni. Our life is enriched by the presence of our farm animals and the diverse wildlife that inhabits our woodlot.

My commitment to the environment extends beyond my professional life. I serve as a board member of the New York City Watershed, where I leverage my financial expertise to support sustainable environmental practices and the protection of our natural resources.

In my free time, I indulge in my personal interests, which include agriculture and forestry, fishing, hunting, woodworking, and property management. These activities allow me to stay connected to the land and the natural world that I am so passionate about preserving.

I look forward to continuing to build lasting relationships with my clients and helping them achieve their financial goals while staying true to my commitment to environmental stewardship.

Professional

Education

Cornell University - Biogeochemistry & Business Management (Bachelors of Science)


Awards and Recognition

  • Million Dollar Round Table Qualifying Member 2012-2013
    • MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
  •  National Association of Insurance and Financial Advisors Quality Award 2012-2015
    • Award recognizing commitment to excellence in service to clients and industry

Here are my areas of expertise

Financial Planning and Wealth Management

  • Retirement Planning & Income Strategies
  • Education Planning & Funding
  • Investment Planning & Strategies
  • Tax-Efficient Strategies
  • Goal based Financial Modeling and Strategic Planning
  • Budgeting and Cash Flow Management
  • Business Planning & Succession

Risk Management & Estate Planning

  • Insurance Protection Strategies
    • Life Insurance Planning & Insurance Strategies
    • Disability Planning & Insurance Strategies
    • Long Term Care Planning & Insurance Strategies
  • Estate Planning
    • Generational Planning
    • Trust Services

Financial Planning

Tax-Efficient Strategies

Wealth Management

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline