JFS Wealth Advisors

Participants meet one-on-one with a qualified investment advisor. Providing investment advisory services emplowers your employees to make informed financial decisions concerning their future.
As participants gain a better understaning of how their plan works, they gain an appreciation of their plan.
Education follows the guidelines of the Pension Protection Act of 2006.

Participants are offered premium investment choices specifically selected from the entire universe of available investments.
We research and utilize high quality financial providers. Through our strategic affiliations and with our due diligence, we give you cost effective access to these providers.

Participants have access to their accounts 24/7 via an internet site that provides daily valuation. They have easy online access to make changes, create reports, and view up-to-date information.
We understand the standards, laws, and trust provisions and communicate with you on a continual basis to keep you compliant with your fiduciary duties.
JFS is only a phone call away. Our staff is here to service your plan and help in any way possible.

We work with you to develop a customized plan that is suitable for everyone, as well as help you develop an investment policy statement.
Many individuals and groups act as fiduciaries without understanding the liabilities associated with these duties. JFS shares in your fiduciary responsibility and structures the investment process to the fiduciary standards as legislated by ERISA.
We continually monitor and evaluate money managers, mutual fund providers, third party administrators, and record keeping firms.

Of course, there are always fees, but we take the time to explain them to you. Our goal is to find ways to keep fees affordable and reasonable.
We are fee-only advisors, and it's our policy to disclose all fees. You will not be sold a product because of sales fees, brokerage fees, referral fees, finder's fees, or commissions.