Jay Young
Wealth Management Advisor. Family CFO. Business Wealth Advisor. Founder of 12 Stones Capital Partners.
I built this firm because the industry was broken — advisors charging for assets when clients needed solutions for complexity. I quarterback the entire financial operation for executives, founders, and families so nothing falls through the cracks.
Jay Young
Founder & Managing Partner
12 Stones Capital Partners
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Solving Complex Financial Problems
Most advisors manage portfolios. I run the entire financial operation — coordinating your CPA, attorney, insurance team, and investment strategy under one unified plan. Business and personal. Integrated. Nothing falls through the cracks.
Who I Serve
Sophisticated clients who need integration, not fragmentation.
Executives
RSU optimization, deferred compensation, concentrated stock strategies, and multi-year tax planning for senior leaders navigating complex compensation.
Founders & Business Owners
Entity optimization, owner compensation architecture, exit planning, buy-sell agreements, and business-personal wealth integration.
Multi-Generational Families
Legacy planning, family governance, generational wealth transfer, trust strategies, and coordinated family financial operations.
Why I Built This Firm
The traditional wealth management model is broken. Advisors charge based on how much money you have — not how complex your situation is. A W-2 executive with $2M in a 401(k) pays the same fee as a founder with $2M across three entities, stock options, a buy-sell agreement, and a family trust.
That's not right. Complexity deserves attention. Your business decisions create personal wealth consequences. Your personal goals should shape your business strategy. These aren't separate conversations — they're the same conversation.
I built 12 Stones Capital Partners to be the firm I wish existed when I started advising high-performing clients. A Family CFO and Business Wealth Advisor model backed by Fortune 500 infrastructure. One financial leader who quarterbacks your entire team — CPA, attorney, insurance, investments — so you can focus on what you do best.
Let's Talk.
If your financial life has outgrown your current advisor — or you've never had one who truly understood the full picture — I'd like to have that conversation.
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