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Personalized Wealth Management Empowered By Integrity & Innovation
About CEDAR+SEVENS
Hi there, my name is
Jason Craine CFP®, AWMA®, AAMS®
At Cedar+Sevens Private Wealth, your financial plan is designed to evolve alongside your lifestyle. Grounded in integrity and innovation, and with a deep commitment to your unique needs, we strive to provide an elevated client experience. As a Fiduciary, our commitment is to act in your best interest, aimed at providing you with clarity and confidence at every step. We endeavor to craft a comprehensive, forward-thinking plan design, tailored to you. Whether you’re managing family wealth or leading a business, you gain the tools and clarity to make informed, confident decisions for your future.
OUR CLIENTS
At Cedar+Sevens Private Wealth, we work with individuals and families who want a more thoughtful, modern approach to wealth. Our clients are navigating complexity - growing businesses, building legacies, managing transitions, or balancing family priorities - and they value having a trusted partner who understands the big picture.
We don’t believe in one-size-fits-all planning. Every strategy is tailored, every relationship is personal. Whether you’re growing your wealth or protecting what you’ve already built, we meet you where you are - and help guide you to what’s next.
Families &
Multi-Generational Wealth
Business Owners
Medical Professionals
Executives
Divorce
Institutional Foundations & Endowments
SERVICES
There are countless strategies that fall into each of these categories. Let's discuss what is most important to you! Schedule a call directly with Jason Today!
CUSTOM INVESTMENT PORTFOLIOS
ESTATE PLANNING
TAX OPTIMIZATION
CASH FLOW ANALYSIS
INSURANCE & RISK MANAGEMENT
CHARITABLE GIVING STRATEGIES
FAMILY OFFICE SERVICES
EDUCATION FUNDING
FOUNDATIONS & ENDOWMENTS
DIVORCE CONSULTATION
Connect With Us
Address
Tel
Wichita, KS
Jason Craine is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an SEC registered investment advisor. Cedar+Sevens, LLC is a licensed insurance agency. Cedar+Sevens, LLC, Cedar+Sevens Private Wealth, Cedar+Sevens Private Assurance, Cedar+Sevens Family Transitions, and Cedar+Sevens Legacy Suite are business names used for marketing purposes only and are not separately registered as investment advisor firms. All advisory services are offered through Savvy Advisors. Cedar+Sevens Private Assurance is a business name used for marketing insurance products through Highland Capital Brokerage. Highland Capital Brokerage is not related to or affiliated with Savvy Advisors. Savvy Advisors is not an insurance brokerage. Cedar+Sevens Legacy Suite provides access to wealth.com, a digital estate planning platform which guides clients to draft their own estate planning documents. Cedar+Sevens Legacy Suite does not provide legal advice. Wealth.com and Savvy Advisors are not related or affiliated, nor does Savvy Advisors offer legal advice. Cedar+Sevens Family Transitions is a business name used for offering collaborative divorce arrangements. This activity is also outside of Savvy Advisors. To learn more about Jason Craine's outside business activities and conflicts of interest, you may request a copy of his ADV Part 2B by contacting Savvy: lisandra.wilmott@savvywealth.com.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.