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Meet Jason Montgomery: Founder and CEO of Leverage Capital Partners

Updated: Jun 2

We are excited to introduce Jason Montgomery, the visionary Founder and CEO of Leverage Capital Partners, a premier finance company dedicated to assisting some of the largest privately held businesses, athletes, and executives with legacy planning. With decades of experience in the finance industry, Jason has built a company that stands at the forefront of wealth, tax, and income planning.

A Legacy of Expertise in Finance

Jason Montgomery's journey in the world of finance is marked by a relentless pursuit of excellence. Over the years, he has developed an unparalleled understanding of the financial landscape, allowing him to guide clients through the complexities of wealth management and legacy planning. His commitment to client success is evident in every aspect of his work.


Innovative Financing Solutions

One of the standout features of Leverage Capital Partners is their unique model of financing large life insurance policies. Jason and his team utilize the client’s existing assets to finance these policies with little or no out-of-pocket cost. This innovative approach ensures that clients can secure their financial legacy without the burden of significant upfront expenses.


Comprehensive Wealth, Tax, and Income Planning

Navigating the intricacies of wealth, tax, and income planning can be daunting. Jason's extensive experience in finance allows him to offer comprehensive guidance tailored to each client's unique needs. From strategic tax planning to income optimization, Leverage Capital Partners provides solutions that enhance financial stability and growth.


Access to Elite Networks

A significant advantage of working with Leverage Capital Partners is the access to Jason’s extensive network of financing solutions and estate planning attorneys. His connections ensure that clients receive the best possible advice and resources, enabling them to make informed decisions about their financial futures.


Personal Touch and Family Values

Beyond his professional achievements, Jason Montgomery is a dedicated family man. He resides in Estero, FL, with his four children, Abraham, Avery, Ethan, and Juliana. His commitment to his family mirrors the dedication he brings to his clients, fostering a sense of trust and reliability in all his professional relationships.


Leverage Capital Partners: Leading the Way in Legacy Planning

Under Jason's leadership, Leverage Capital Partners has become a top-notch finance firm known for its expertise and client-centric approach. The company’s specialization in assisting prominent privately-owned businesses, athletes, and executives ensures that each client receives personalized and effective legacy planning solutions.

With Jason Montgomery at the helm, clients of Leverage Capital Partners can expect:

  • Innovative Financing Models: Utilizing client assets to finance life insurance policies with minimal or no upfront costs.

  • Expert Wealth Management: Comprehensive strategies for wealth, tax, and income planning tailored to individual needs.

  • Access to Top Resources: A network of elite financing solutions and estate planning attorneys.

Join the Leverage Capital Partners Family

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