Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service. Securities offered through TD Ameritrade, Inc. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to SEC's Investment Adviser Public Disclosure website.
To Check Firm or Individual Backgrounds please go to SEC's Investment Adviser Public Disclosure website.
Services
After many years at large financial institutions, we found another way to help clients more effectively through a smaller and more personalized platform. JST is a Registered Investment Advisor (RIA) which allows its advisors to provide a unique level of personalized service not always found in investor-advisor relationships.
A sound financial plan is much like a well-constructed home. It uses building blocks that provide support as you pursue your financial goals. Each building block - from cash flow to estate planning - will be prioritized and a serve as a vital component to achieving your goals. Financial planning and goal setting are included as part of our Active Investment Management solution.
Whether you're goal is short term (down payment on a home) or mid-term (college education for the kids) or even long-term (retirement), Jeff leverages his vast experience to make sure you're making the decisions that are right for you. Understanding the psychology and knowing the level of risk one is willing to take.
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