Jonathan Lore

With over 18 years of experience advising high-net-worth and ultra-high-net-worth families, Jonathan brings a thoughtful, highly personalized approach to financial planning. He believes every family’s financial life is unique and deserves careful attention, especially during periods of change. Jonathan’s work is grounded in building long-term, trusted relationships and providing clients with confidence that their legacy is protected through every stage of life.

Before joining Farther, Jonathan spent his career at UBS Private Wealth Management, Personal Capital, and Empower, where he specialized in serving corporate executives, entrepreneurs, and their families. His expertise spans tax-efficient investment management, sophisticated estate planning, concentrated stock and liquidity event strategies, and multi-generational wealth transfer. Jonathan focuses on delivering forward-thinking solutions that help clients make informed decisions while reducing complexity.

Jonathan lives in the Denver, Colorado area with his wife, their two young children, and an Olde English Bulldog. Outside of work, he enjoys traveling, spending time outdoors with his family, watersports, snowboarding, and collecting classic cars.