Testimonials

“I have been a client of Jason's since 2002 and have been extremely happy with his service, experience, his in depth knowledge of my needs and his personal involvement in my well-being and wealth management. I would strongly recommend Jason to anyone that is looking for someone to Partner with for their personal or business investments. Jason took the Greed out of banking and investing and made growing the new "G" word. My investments have been looked after as if they were his children’s future. Nothing more can be said about his character and integrity than that.”

Ross Battaglia (Founder and Owner, Tivoli Associates)

"I have had the pleasure of working with Jason over many years.  As our financial requirements have changed along with our locations, he has worked diligently with me in the ever changing financial world to help me make rationale and timely financial decisions. 


In Jason's new venture with Pure Wealth, I have found him to be less encumbered with the requirements of a large organization.  He now is able to act solely on my specific needs without the infrastructure requirements.  In my opinion, this has allowed Jason to be more creative. 

Bottom line is that Jason has managed my portfolio in an exceptional manner and I am extremely pleased in the year to year performance while seeking short term gains when appropriate.  I would highly recommend Jason for anyone needing financial management."

Paul den Ouden (Airlines/Aviation Professional)

"Jason is an amazing financial planner.  He makes every effort to meet the needs of his clients through not only protecting their investments but growing them as well. He is sharp and detailed in his approach to financial planning.  He is a man who has his priorities straight.  He is happily married, with two thriving children and a lucrative, growing business.  I would give my highest recommendation to Jason Tani as both a professional and family man."

Eric Tomlinson (Licensed Real Estate Professional)

".....His investment results are the best I have had in my years of investing even in the current market.  Jason works well with all people and is a pleasure to talk and communicate with.  I get great value for his efforts and he has a great feel for the market.  I left my last financial advisor because his recommendations panned out occasionally, but I felt he wanted to make trades to supplement his paycheck.  I have recommended Jason to several people and will continue to do so."

Thomas Copeland (Property Management Professional)

"Working with Jason has been such a positive experience. Because of him I was able to take control of my financial situation again and I feel like I am on the right track again. He has been nothing but supportive and has given me some of the best advice. I'm thankful and grateful for his services and most of all respect his integrity."

Lauren Kim (Actress)

"Having worked with Jason for over 10 years I can recommend him with highest confidence. His expertise combined with his thorough and meticulous approach to the financial industry has been invaluable to me. Whenever I have had an issue/concern, Jason has always been able to answer me with a rationale I could accept. I highly recommend Jason."

Karen den Ouden (Human Resources Professional)