Local Insights. Global Strategies.
Advanced financial strategies to build your financial legacy. Based right here in St. Pete, we bring a concierge approach to wealth management, combining deep local roots with sophisticated global investment strategies. Because your financial future deserves a plan as unique as you are.
Service That Exceeds Expectation
Financial planning shouldn't feel transactional. It should feel like having a trusted advisor in your corner who actually understands what you're trying to build. We keep things straightforward. We explain strategies in plain English. And we only recommend what we'd do for our own families with similar goals.
Whether you're looking to grow your wealth, protect what you've built, or create a lasting legacy, we bring both local insight and global investment expertise to every relationship. At the end of the day, this isn't just about managing money – it's about empowering you to live the life you want.
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Traditional market investing meets alternative strategies for the discerning investor. We build diversified portfolios designed for both growth and preservation.
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From individual IRAs to comprehensive business retirement plans, we create strategies to help you actually enjoy the retirement you've worked for.
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Strategic financial guidance for business owners who want to maximize value, plan for succession, and build wealth beyond their company.
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Multi-generational wealth strategies to help you take care of your family's financial future – from your kids to your grandkids and beyond.
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For savvy investors ready to explore opportunities beyond traditional stocks and bonds, we specialize in alternative investment strategies that can add depth and sophistication to your portfolio.
Our Approach
At The Burg Capital Partners, we believe great wealth management comes down to one thing: trust. Not fancy presentations or complicated products – trust.
We work with individuals who are building something that lasts. People who want a financial advisor who truly understands their goals, their business, and their family's future. The kind of clients who become partners, where we're not just managing portfolios, we're helping navigate everything from retirement strategies to setting up the next generation for success.
Our approach? Think of it as concierge-level financial planning. Customized strategies tailored to your specific situation and comprehensive wealth management that adapts as your life evolves.
People Make The Difference
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Jason Sayles
Owner, President
Jason Sayles doesn't just understand financial planning, he's been architecting futures since 2003 with the same meticulous attention he brings to building everything from ADUs to catapults (yes, actual catapults). While some financial advisors merely crunch numbers, Jason approaches each client's portfolio with a "I'll figure it out" philosophy that has transformed complex financial landscapes into pathways of opportunity for over two decades.
Born and raised in St. Petersburg, Jason's local roots run as deep as his commitment to his professional relationships. His approach fosters long-term connections, a testament to his genuine investment in the people he serves. It's this same dedication that Jason brings to his beloved hometown "Burg" and his greatest achievement: life with his wife, and two boys.
What sets Jason apart isn't just his 20+ years of financial wisdom; it's his unique ability to demystify the financial world through education that empowers rather than intimidates. Whether he's building a retirement strategy or lending his surprising handyman skills to a friend in need, Jason's clients and neighbors alike know one thing for certain: with Jason, impossible is just another problem waiting for its solution.
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Jeffrey Crouse
Investment Advisor
A Certified Financial Planner® with a degree in Finance and a minor in International Economics from the University of Kentucky. After nearly a decade managing a book of business in Tampa, he now brings that experience to helping clients build and protect their wealth.
Jeff is passionate about staying on top of market trends and making finance approachable for everyone he works with. Outside of the office, you’ll find him fishing, golfing, traveling, or exploring new restaurants. A devoted Kentucky basketball fan, he enjoys connecting with people over sports, food, and shared experiences. GO CATS!
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Agatha Saliba
Financial Analyst
Agatha brings both analytical precision and genuine warmth to her role. With a Master's in Finance and specialized training in Corporate Finance, she transforms complex data into actionable insights with a calm expertise that clients have come to value deeply.
The same thoughtful curiosity that drives Agatha's professional excellence extends to her personal pursuits. When not elevating the firm's analytical capabilities, she can be found expanding her horizons through reading, travel, or mastering yet another language. This commitment to continuous growth enriches both her perspective and the insights she brings to each client relationship.
We're proud to call St. Petersburg home. Affectionately known as the “Burg,” this city's blend of coastal charm and urban sophistication mirrors our philosophy: grounded in community, connected to the world. Our local perspective gives us unique insights into the opportunities and challenges facing families and businesses in the Tampa Bay area and beyond.
Why The Burg?
Contact Us
If you're looking to build a trusted relationship with an advisor who focuses on you, let's start a conversation.