About Us

Jason Bourque and Blair Breton have a combined 30+ years in the financial services industry. They were colleagues and friends prior to establishing their professional partnership in 2018. They both feel strongly about helping clients plan for the good in life while ensuring financial security is at the foundation of that planning.

Jason and Blair established their firm with a strong belief that each person and situation is unique. Therefore, it is important to match trusted, professional guidance with an understanding that financial solutions are not “one size fits all” .

Our Mission

Our mission is to provide a confident and clear financial strategy in an increasingly uncertain world. Our collaborative process includes a holistic approach to evaluating financial goals and aligning them with each client’s unique set of values. Our hope is to make the complex simple and the goals achievable.

Community Involvement

Creative Wealth Solutions actively supports the Epilepsy Foundation of New England (EFNE). Jason is on the board of EFNE as he chairs the Development committee, and is a member of the Finance and Investment committees. Jason and his family got involved with EFNE after his son, Parker, was diagnosed with Epilepsy in 2016. Since then, Jason and our CWS family continue to provide fundraising support to this great organization.