A Trusted Fiduciary for Business and Institutional Leaders

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Just as we assist you with customized, solution-based financial planning for wealth management needs, we also help businesses and institutions optimize their retirement and investment planning on behalf of their organizations. Over the past 20 years, JFS Wealth Advisors has served businesses, nonprofit institutions, government entities, public pensions, endowments, and family trusts.

As a fiduciary advisor as defined by the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 (ERISA), JFS is held to the highest ethical requirements of financial consulting and advice. Because our wealth management firm is independent and unaffiliated with larger broker-dealer firms, advisors are not incented to sell products or meet sales quotas, allowing our advice to remain objective.

The scope of business retirement planning services offered by JFS includes plan design, investment management, employee counseling, and personal financial planning for executives. We are able to work with service providers of a plan sponsor’s choosing or help identify which providers are best suited for the situation.

For institutional clients, we educate investment committees in areas such as investment policy statement development and maintenance, plus provide an array of tools and resources to address fiduciary responsibilities. Using the Fi360 standards of care, our advisors work with board members and firm leaders to establish a prudent investment process aligned with fiduciary responsibilities.

We ask that you please keep JFS in mind and introduce us to individuals and organizations that may be interested in learning about our business retirement planning or institutional investing services. We are always happy to hear directly from anyone you may refer to us, as well. If you would like more detailed information about our services, please don’t hesitate to contact our Retirement Plan & Institutional Director/Advisor, Deb Stiger, at dstiger@jfswa.com.

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