Helping successful families navigate complexity with clarity and confidence.
Jason Koptish is CEO and Managing Partner of Mainsail Wealth Advisors, where he works closely with successful individuals, families, business owners, and executives navigating increasingly complex financial lives. With more than two decades of experience, Jason focuses on helping clients make thoughtful decisions around wealth, taxes, investments, retirement, estate planning, and major life transitions.
Much of Jason’s work centers around clients experiencing periods of significant change, including business sales, retirement, concentrated stock positions, sudden wealth, generational planning, and the transition from wealth accumulation to long-term stewardship. He is known for helping simplify complexity while providing highly personalized advice and coordination across a client’s broader financial life.
Jason holds both the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Wealth Strategist® designation. His planning experience includes retirement income strategies, executive compensation, concentrated equity management, navigating business transactions, estate and legacy planning, and multi-generational wealth coordination.
In addition to advising clients, Jason serves on the Mainsail Investment Committee, helping guide portfolio strategy and investment oversight across the firm. He is also heavily involved in the firm’s long-term vision, technology strategy, and operational leadership as Mainsail continues to grow.
Jason lives in Richmond with his wife, Portia, and his two children, Noah and Parker. Outside the office, he enjoys cycling, golf, travel, and spending time with family.
Education & Credentials
- James Madison University, BBA
- CERTIFIED FINANCIAL PLANNER™ professional1
- Certified Wealth Strategist, CWS®
- Series 7, 66
- Life & Annuity Insurance License
Recognition
- Forbes Best-in-State Wealth Advisors, 2022-20252
- Raymond James Leaders Council, 2020-20233
- AdvisorHub 200 Fast Growing Advisors to Watch, 20234
- AdvisorHub 100 Next-Gen Advisors to Watch, 20245
- Member of the Raymond James NextGen Technology Advisory Council, 2022-2023
1 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP with flame design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
2 2025 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. 48,944 nominations were received and 9,722 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3E2gIf4. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.
3 Leaders Council Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating.
4 2023 AdvisorHub 200 Fast Growing Advisors to Watch ranking disclosure should be inserted here if required by compliance.
5 The 2024 AdvisorHub 100 Next Gen Advisors to Watch ranking is based on an algorithm of criteria, focused on Scope of Practice, Year-Over-Year Growth, and Professionalism & Character. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.