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Jason Lilly, MBA, CFA, CFP®
Founder | Senior Wealth Advisor
I grew up watching my parents pour everything they had into building small businesses from the ground up. Their work ethic was inspiring. But even with their success, true financial security always felt just out of reach. What was missing? A cohesive plan to bring it all together.
That experience stayed with me. It’s what led me to this work - helping people like my parents turn a lifetime of effort into lasting peace of mind. It’s work that’s deeply meaningful to me, and one of the best decisions I’ve ever made.
The Essentials:I began my professional journey at The Vanguard Group, as a financial planner, then moved into investment and portfolio management at Rockland Trust. Before Tenere I led a 40-person wealth team at Cape Cod 5, overseeing $2 billion in client assets.
Welcome to a wealth management experience that is as unique as you are.
We are a small client-centric firm big on service, care and loyalty and have extensive experience with a diverse range of clients and situations.
Our name comes from the Latin tenēre—"to hold", “to keep” or “to place great importance upon” and connects to our core values of care, competence, loyalty, and the commitment we place on our client’s financial wellbeing. It reflects our belief that wealth is more than numbers—it's what supports your life, your values, and those you love.
To learn more schedule a no-cost, no-obligation, no-pressure 30-minute introductory conversation.
We guide individuals and families through every phase of wealth. Our approach is intentionally holistic, designed to guide you to and through financial independence.
This service is best for those looking to develop a goal-based financial plan. This service offers targeted analysis, advice and guidance over a limited timeframe. This service is for those who prefer limited engagement and want to implement and monitor on their own.
Fee minimum: $1,500
For those with accumulated wealth. This service provides an in-depth comprehensive financial plan covering all relevant issues with some ongoing support. This service is best for those who want comprehensive guidance with regular check-ins and prefer to implement and monitor on their own.
Fee minimum: $5,000 (Access for up to 12 months)
For those looking for ongoing wealth, advisory and asset management services. This service is best for those looking to delegate the implementation, monitoring and day-to-day management of their comprehensive financial plan.
Assets-under-management fee ranging from .95% to .25%
We have extensive experience with a diverse range of clients and situations. To find out if you are a good fit, book a no fee, no obligation, no pressure discovery call here.
You can expect an engaging, productive conversation with no pressure. Our goal is to educate and inform. At the conclusion you should feel more knowledgeable and energized about your financial situation.
The first year is active as we build a working relationship. Meetings can be virtual, in person, or a combination based on client preference.
We are pleased to offer our services nationwide. In-person meetings are available in Massachusetts, throughout New England and Arizona. Our process is designed to provide consistent service and experience whether we meet virtually, in-person or some combination.
A Senior Wealth Advisor leads every relationship. Senior Wealth Advisors have at least 10 years of wealth management experience and hold advanced industry certifications.