Jason Wein*

Financial Adviser, Management Team


As a partner in the firm my expertise includes tax mitigation, financial/goal planning, as well as a full range of financial concierge services for physicians. Communication, teaching, and personal relationships are at the core of our business.


“Our clients are like family, and we value the personal nature of our business relationship with them. Each plan that we build together is personalized and monitored to match their overall dreams and designs.”

Jason is a third generation of PRIME wealth advisers, and joined the firm in 2002. He is a graduate of the Pennsylvania State University. He is a passionate sports fan who is always cheering on Penn State sports and the New York Mets. Most weekends you can find him coaching baseball, or cheering on his kids at their various sporting events.


Ready to take charge of your financial future with the people who have been helping medical professionals since 1956?

Helping  Medical Professionals

with Their Money Since 1956.

Contact Us

187 Danbury Road, Second Floor

Wilton, CT 06897

Phone | (203)966-7243

Fax | (203)972-0224

Email |

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*Registered Representatives of, and Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC. 210 Park Avenue Suite 101, Florham Park, NJ 07932 (973) 538-9100. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Prime  Financial is independent of HTK, LLC. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.

Our representatives are licensed and registered in our resident state of CT, as well as additional states. Not and offer or solicitation in any state where reps are not properly licensed.

The views expressed are those of the presenting party and may not reflect those of HTK or its affiliates.


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