Private Clients
Protect what your wealth must support
Strategies designed around retirement income, protection, tangible assets, and the people and priorities your wealth must support.
Explore Private Client SolutionsUrsus Financial Group
Independent Thinking for Enduring Wealth.
Retirement-income strategies, insurance solutions, physical precious metals, and professional coordination for individuals, families, and financial professionals seeking experienced guidance and personal service.
A broader perspective
Financial Decisions Should Begin With the Whole Picture.
Ursus begins by understanding your objectives, income needs, liquidity, family considerations, existing professional relationships, and long-term priorities.
We serve as a resource for education, product implementation within our current authority, and coordination with your attorneys, CPAs, investment advisers, custodians, and other professionals.
Ursus does not provide tax, legal, or securities advice.
Who we serve
Two relationships. One standard of care.
Financial Professionals
Extend your client resources
Specialized resources that can help you address client needs while preserving your existing client relationship.
Explore Professional PartnershipsCurrent capabilities
Practical resources for protection and continuity
Focused support for today’s priorities, delivered with clear education and personal service.
Retirement Income & Annuity Strategies
Explore insurance-based strategies that can support income needs, longevity considerations, and retirement flexibility.
Learn moreLife Insurance & Wealth Protection
Consider life-insurance coverage in the context of family, business, liquidity, and long-term legacy objectives.
Learn morePhysical Precious Metals
Understand physical precious-metals ownership, product selection, transaction considerations, and specialized execution resources.
Learn moreWealth Preservation & Legacy Coordination
Coordinate protection, income continuity, family priorities, tangible assets, and existing professional relationships.
Learn moreThe Ursus approach
A deliberate path from questions to action
- 01
Understand
Listen closely to your objectives, responsibilities, resources, and existing professional relationships.
- 02
Evaluate
Review relevant options, tradeoffs, eligibility, liquidity needs, costs, and timing.
- 03
Coordinate
Include the appropriate attorneys, CPAs, investment advisers, custodians, and other professionals.
- 04
Implement
Move forward when appropriate and within applicable licenses, product availability, and custodian requirements.
Tangible-asset experience
Specialized infrastructure. A broader financial conversation.
Ursus can help appropriate clients understand physical precious metals and retirement-account precious-metals ownership through specialized infrastructure. Corventa Metals may serve as the specialized physical-precious-metals platform while Ursus remains focused on the broader relationship.
Metals fluctuate in value, and transactions may involve premiums, spreads, fees, processing time, and settlement time. Only eligible products may be held in a retirement account, and the custodian must approve and administer account transactions.
Learn about physical precious metalsProfessional partnerships
Support that respects the relationship you built
Ursus works with financial advisors, RIAs, insurance professionals, family offices, accountants, attorneys, real-estate professionals, and other qualified professionals seeking specialized resources for appropriate client needs. We support the work without displacing the professional’s existing client relationship.
Specialized resources
Education
Experienced execution
Client-service support
Leadership
Jason H. Poff
President, Ursus Financial Group LLC
Experience grounded in the financial industry since 1999
Based in Houston, Jason earned a BBA in Finance from Baylor University. His prior industry experience includes roles with Fidelity Investments, Merrill Lynch, and J.P. Morgan.
Meet Jason and learn about UrsusBegin here
Start With a Conversation.
Tell us what you are working toward. We will help determine which Ursus resources—or which members of your existing professional team—should be part of the conversation.