About Hartstone Wealth
At Hartstone Wealth, the work is personal. Financial lives are built over decades, shaped by family, career decisions, transitions, and the values that guide them. We believe wealth management works best when it’s rooted in clarity, intention, and a relationship that stands the test of time.
Hartstone was founded with a simple principle: when you truly know your clients, you can help them make better decisions—financially and personally. That requires depth, continuity, and a commitment to serving people, not markets.
We intentionally operate as a boutique, client-focused firm. This allows us to provide thoughtful planning, proactive guidance, and a calm, steady perspective when life’s decisions matter most.
Meet Jason Su
Founder & Principal Advisor, CFP®
Jason has spent more than 20 years guiding families through investment decisions, retirement transitions, tax-efficient income planning, and multi-generational wealth strategies. His career includes advisory and planning roles with Vanguard, USAA/Schwab, and Fidelity, where he helped thousands of clients make confident financial decisions.
Clients describe Jason as patient, steady, and genuinely invested in their lives—not just their portfolios. His approach is grounded in listening first, clarifying values, and helping clients align financial decisions with what matters most.
“The best financial advice comes from knowing someone well. Numbers alone don’t tell the whole story.”
A Boutique Firm by Design
Hartstone Wealth works with an intentionally limited number of client families to ensure depth of relationship and quality of service.
This means:
You always work directly with your advisor
Your plan evolves thoughtfully over time
Conversations go beyond markets — to purpose, goals, and family
Your advisor is available when life requires guidance
This is not a high-volume practice.
It is a long-term advisory relationship.
Experience and Credentials
Senior Financial Advisor, Vanguard Personal Advisor Services (2017–2024)
Wealth Management Advisor, USAA / Schwab (2014–2017)
Planning & Guidance Consultant, Fidelity Investments (2011–2014)
Certified Financial Planner® (CFP®), 2011
University of Virginia — McIntire School of Commerce
Ready to Explore Your Financial Future?
Schedule a Complimentary Wealth Strategy Session.