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Meet Jason

Jason Bourque headshot

Office: 781.347.3424
bourquej@creativewealthsolution.net

Jason Bourque

Founding Partner


Since founding Creative Wealth Solutions and Insurance Services, LLC in 2006, Jason Bourque has dedicated his career to helping clients build, protect, and preserve their wealth through comprehensive financial and estate planning. Jason works with individuals, families, and business owners to design tailored financial strategies that integrate investment management, risk protection, retirement income planning, and legacy preservation. His approach emphasizes clarity, collaboration, and long-term impact — ensuring clients’ financial plans evolve with their goals and life stages. With a Bachelor of Science in Financial Management from Franklin Pierce University, Jason brings both strategic insight and personal care to each client relationship.

Beyond his professional practice, Jason serves as a Board Member and Development Committee Chair for the Epilepsy Foundation of New England (EFNE), where he leads initiatives to advance research, advocacy, and community support.

Outside of work, Jason enjoys traveling, playing golf, and spending time with his wife, Lauren, and their three children — Grayson, Parker, and Maisie.

Financial Advisor offering investment advisory services through Eagle Strategies, LLC

  • Member of NAIFA (National Association of Insurance & Financial Advisors)

  • Qualifying Member of MDRT1 (Million Dollar Round Table) since 2015 - Court of the Table Qualifier since 2023

  • Board Member for the Epilepsy Foundation of New England (EFNE)- Chair for the Development Committee


1The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

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Our Location

101 Accord Park Drive
Ste 201
Norwell, MA 02061

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Our Contact

(781) 347-3424
info@creativewealthsolution.net


For more information about NYLIFE Securities LLC and its investment professionals.

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Disclosure

Jason Bourque, Blair Breton, Matthew Hughes, Brian St Croix, and William Charrier Jr are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Jason Bourque (CA Insurance License #4139864).

As a New York Life Agent, Jason Bourque is licensed and authorized to offer insurance in California, but CREATIVE WEALTH SOLUTIONS & INSURANCE SERVICES, LLC may not be. For additional information on California licensure status, please click here.

The following individuals are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company:
Jason Bourque, 101 Accord Park Dr Ste 201, Norwell, MA 02061, 781-347-3424.
Blair Breton, 101 Accord Park Dr Ste 201, Norwell, MA 02061, 781-347-3424.
Matthew Hughes, 101 Accord Park Dr Ste 201, Norwell, MA 02061, 781-812-8903.
Brian St Croix, 101 Accord Park Dr Ste 201, Norwell, MA 02061, 508-279-4429.
William Charrier Jr, 101 Accord Park Dr Ste 201, Norwell, MA 02061, 781-347-3424.

Jason Bourque, Blair Breton, Matthew Hughes, and Brian St Croix are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

CREATIVE WEALTH SOLUTIONS & INSURANCE SERVICES, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither CREATIVE WEALTH SOLUTIONS & INSURANCE SERVICES, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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