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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

Disclosure

Jason Bourque is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #4139864), CT, FL, HI, IL, MA, MI, NH, NY, OH, RI, SC, UT, VA, and WI. No insurance business may be conducted outside the states referenced.

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.

Jason Bourque is a Registered Representative of and offers 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, 101 Accord Park Dr Ste 201, Norwell, MA, 02061, 781-347-3424. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, GA, HI, IL, MA, NH, NM, NY, OH, RI, SC, UT, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Jason Bourque is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CT, FL, GA, HI, IL, MA, NH, NM, NY, OH, RI, SC, UT, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Blair Breton is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CT, DE, FL, GA, MA, ME, NC, NH, NY, OH, RI, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

Blair Breton is a Registered Representative of and offers 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, 101 Accord Park Dr Ste 201, Norwell, MA, 02061, 781-347-3424. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CT, DE, FL, GA, MA, MD, ME, NC, NH, NJ, NY, RI, SC, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Blair Breton is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CT, DE, FL, GA, MA, MD, ME, NC, NH, NJ, NY, RI, SC, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

The 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.

Matthew Hughes is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of DE, FL, GA, MA, NC, NY, RI, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

Matthew Hughes is a Registered Representative of and offers 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, 101 Accord Park Dr Ste 201, Norwell, MA, 02061, 781-812-8903. In this regard, this communication is strictly intended for individuals residing in the states of DE, FL, GA, MA, NJ, NY, RI, SC, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Matthew Hughes is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of DE, FL, GA, MA, NJ, NY, RI, SC, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Brian St Croix is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CO, CT, MA, ME, NH, NY, RI, and VT. No insurance business may be conducted outside the states referenced.

Brian St Croix is a Registered Representative of and offers 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, 101 Accord Park Dr Ste 201, Norwell, MA, 02061, 508-279-4429. In this regard, this communication is strictly intended for individuals residing in the states of CO, MA, ME, NH, RI, and VT. No offers may be made or accepted from any resident outside the specific states referenced.

Brian St Croix is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CO, MA, ME, NH, RI, and VT. As such, these services are strictly intended for individuals residing in the states referenced.

William Charrier Jr is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of MA, and RI. No insurance business may be conducted outside the states referenced.

William Charrier Jr is a Registered Representative of and offers 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, 101 Accord Park Dr Ste 201, Norwell, MA, 02061, 781-347-3424. In this regard, this communication is strictly intended for individuals residing in the state of Massachusetts. No offers may be made or accepted from any resident outside the specific state referenced.

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.

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

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