Jed Magstadt serves as a trusted financial advisor who partners with executives, business owners, and families—whether they’re in the accumulation phase or already managing substantial assets—to help them navigate important financial decisions and build long-term strategies with confidence.

With experience in financial coaching and lifestyle planning, Jed takes a comprehensive approach to advising clients. His work focuses on executive compensation, equity strategies, wealth management, and multigenerational planning. As a Certified Exit Planning Advisor (CEPA™), he also works closely with business owners to prepare for and navigate ownership transitions, ensuring their personal and financial goals remain aligned throughout the process. For families with more complex needs, he acts as a central point of coordination—leading family office relationships and helping them preserve wealth, define their legacy, and pursue meaningful philanthropic goals.

Jed is known for his ability to connect the dots across all areas of a client’s financial life, offering clear, strategic guidance and personalized service that evolves with each stage of life. Through NorthRock’s Personal Office^® model, he creates a collaborative and seamless experience that brings clarity and allows them to focus on what matters most.

He serves a broad range of clients, including professionals in the tech and startup space, NBA executives and coaches, and families planning across generations. Jed values long-term relationships and is passionate about helping his clients grow, adapt, and align their financial lives with their values.

Professional Designations & Associations

Personal Life