Jared Garfield - Agent Portfolio

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Jared Garfield

Chief Wealth Architect

Dedicated to securing your legacy through precision-engineered financial strategies and empathetic planning. I don't manage what you have — I build a blueprint for what you could have.

Jared Garfield

About Jared

Jared Garfield is a nationally recognized wealth architect with a track record of helping high-net-worth clients build, protect, and preserve generational wealth. His proprietary Three Pillar Wealth System moves clients out of traditional "tax now" and "tax later" positions and into highly tax-advantaged strategies designed to eliminate downside market risk, maximize cash flow, and create income streams that cannot be outlived.

With decades of experience spanning multibillion-dollar hedge funds, multi-state business ownership, and active real estate investment, Jared brings rare cross-sector depth to every client relationship. He is a sought-after keynote speaker known for making complex financial strategies clear, actionable, and immediately relevant to the professionals he serves.

Jared is the co-host of the Money Moves Radio Show, where he and his team share strategies that empower high-income earners to stop overpaying in taxes and start building lasting financial legacies. His core belief: the right blueprint doesn't just grow your wealth — it protects it, passes it on, and ensures you never go backwards financially.

Fiduciary Top Tier Producer Advocacy Expert

Common Questions

What happens on our first call? expand_more
Our first call is a simple 20–30 minute conversation. We’ll talk about your goals, your current policies or accounts, and where you feel uncertainty or frustration. There’s no pressure and no cost — it’s just a chance to see if I’m a good fit to help.
Do you charge fees for your services? expand_more
I’m compensated by the insurance companies for policies you choose to put in place. I don’t charge a separate planning fee, and I’ll walk you through how I’m paid so everything is transparent.
Can we meet virtually? expand_more
Yes. I regularly meet with clients over Zoom and work with households across multiple states where I’m licensed. All documents can be reviewed and signed electronically for your convenience.

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DISCLOSURE: Insurance products and services are offered through Jared Garfield, a licensed insurance professional. Licensing varies by state. This site is for informational purposes only and is not intended as legal or tax advice. Please consult with the appropriate professionals for specific advice regarding your situation. Jared Garfield is not affiliated with any government agency.