Jay Handy

Principal, Wealth Advisor
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Areas of Expertise

Goal Alignment
Tax Strategies
Asset Allocation
Retirement Planning
Estate Planning

Qualifications & Experience

  • BA - Michigan State University
  • OPM Graduate Program - Harvard Business School
  • MFA - Lesley University
Madison, WI

Media

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Words to Live By

An artist is not a special kind of person, but every person is a special kind of artist.
Anonymous

Client Experience Professionals

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Team Members

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About

Jay Handy takes a visionary approach to financial advising, combining strategic expertise with creativity to help clients achieve their goals. With a background that includes years at Merrill Lynch and a degree from Harvard Business School, Jay pairs sharp analytical skills with innovative thinking to deliver exceptional results for his clients and the firm.

A true artist at heart, Jay brings inspiration and discovery into every client relationship. His passion and care, coupled with a fresh perspective, enable him to design personalized solutions that align with each client’s unique aspirations for the future.
Outside of his advisory work, Jay channels his creativity as an avid artist, often exploring new challenges in his studio.

Whether crafting financial strategies, pursuing artistic projects, or enjoying time with family and friends, Jay approaches every aspect of life with imagination and dedication.