To provide our clients with the most comprehensive and responsive financial planning, insurance and investment management services available. To approach our clients with integrity, candor and expertise and to be regarded as a trusted and indispensable advisor.
To be recognized as true professionals at the top of our field, providing such value to our clients that they serve as our most important source of new business through referrals to their friends, family and own clients.To develop innovative and flexible solutions for our clients' unique problems, and to care for the human element of our clients' financial lives.
To be recognized as true professionals at the top of our field, providing such value to our clients that they serve as our most important source of new business through referrals to their friends, family and own clients.To develop innovative and flexible solutions for our clients' unique problems, and to care for the human element of our clients' financial lives.
Services
Comprehensive financial planning attends to the intersection of life, tax and finances. Whether for a single lifetime or multiple generations, we believe an effective financial plan provides a buffer against risk and the ability to grasp compelling opportunities. We take a highly individualized approach to financial planning, with a focus on building prudent, personal, and strategic plans for you and your family.
Investment management puts your money to work in a way that aligns with your values, financial plan, tax status and the realities of the market environment. We advocate for prudence, a steady hand, and a methodical approach towards portfolio construction and the analysis of investment opportunities.
Our concierge approach to private wealth management provides a sophisticated, holistic approach to financial planning and investment management that is especially suitable for high-net-worth individuals, families and foundations. With a wide-ranging expertise and deep understanding of the unique estate, tax, institutional, or other considerations you may be facing, our team is poised to help you develop and manage a comprehensive wealth strategy.
Our firm has been providing holistic and highly personal wealth management services since 1996. We believe that wealth management is more than portfolios, performance, tax minimization and financial planning. At JSF, our overriding goal is to develop customized strategies that aim to protect you from the worst in life and position you to take advantage of the best.
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Scarlet M.
Aug 21, 2019
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