Whether you face a priority-shifting milestone or slight bump in the road, having a committed companion that has the wealth management experience, expertise and resources to help you navigate the ups and downs frees you to confidently focus on what matters most.
For over 30 years, we've been our clients' first call as they encounter victories and setbacks, births and deaths, marriages and divorce, career changes and retirement, always dedicated to helping them achieve success, however they have defined it.The most effective financial strategies for building and preserving wealth, planning for retirement or securing your family's legacy are developed around the goals and circumstances unique to your life.
For over 30 years, we've been our clients' first call as they encounter victories and setbacks, births and deaths, marriages and divorce, career changes and retirement, always dedicated to helping them achieve success, however they have defined it.The most effective financial strategies for building and preserving wealth, planning for retirement or securing your family's legacy are developed around the goals and circumstances unique to your life.
Services
For over 30 years, JFS Wealth Advisors has helped purpose-driven individuals, businesses and institutions with customized, solution-based financial planning throughout their lifetime. As a fiduciary, we advocate for our clients' best interests by maintaining objectivity in advice, integrity in service and compassion in understanding the unique complexities that impact financial success.
Financial advisors with a collaborative process of delivering advice and providing recommendations. Many larger firms boast individualized attention, but JFS Wealth Advisors delivers the promise through smaller account loads for financial advisors, allowing them to focus on outstanding client service.
With each change in your life, you are faced with new opportunities and obstacles, which have the potential to move you closer to your goals or farther away. One of the most important decisions you can make is selecting a financial advisor who has the experience and structure to provide the best advice when faced with these decisions.
Our goal-oriented clients have reached some level of success, but seek a trusted partner to walk the road with them, confidently ensuring achievement of specific objectives. Our Lifetime Planning Continuum approach provides you organization and clarity in pulling together all facets of the most complex financial situations, toward the achievement of your goals.
Money is personal. So why do so many settle for a wealth manager that feels like an ATM transaction? We consider our clients family, and we're often their first call at the onset of a major life event. We believe the best decisions rarely stem from telling clients what they'd like to hear, but rather, what they need to hear.
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