Meet Our Wealth Management Team in Blue Bell
Located on the banks of the Schuylkill, our team in the Blue Bell office just north of Philadelphia provides the holistic financial planning and full-service wealth management that individuals and families across the Philadelphia metropolitan area demand. Our highly-credentialed professionals in Blue Bell include our dedicated Tax Team, responsible for the preparation and review of tax returns, tax planning, and managing complex multi-year income tax planning issues around stock options, alternative minimum tax, capital transactions, divorce, state residency matters, trusts, and charitable giving. Our specialists look at the total financial picture, helping to guide our individual and family clients with sophisticated support on managing family wealth, wealth transfer and estate, and legacy plans, in addition to providing clients across more than 40 states with tax compliance solutions.
Additionally, our professionals include company retirement plan experts who specialize in designing, implementing, and administering qualified and nonqualified retirement plans for business and institutional clients, including fund manager due diligence and selection.
Blue Bell was previously named the 14th best place to live in the U.S. by CNN Money. We concur. We meet with many executives and professionals working in the thriving information technology services, health insurance, and telecommunications who call Blue Bell home. Additionally, our team specializes in helping founders and C-Suite of many closely-held businesses plan for liquidity events like mergers, acquisitions, or business exits.
Our teams work with individuals, families, and businesses & institutions in person at our locations across the Philadelphia metro area and virtually nationwide. Our size and scale allow us to offer specialized services beyond financial planning and investment management expertise, including Family Wealth Services for sophisticated governance, family office, trustee, and tax compliance solutions. Additionally, our Business Growth & Transitions team provides business valuation, sale maximization, and succession planning or transition support.
Blue Bell individuals, families, and businesses deserve a financial partner that offers experience, innovation, and relentless commitment to client service. We aspire to be that partner, advocating for your financial and overall success over the long term. We’re here to answer any questions you might have about our services or our process. And if you’re ready, schedule a no-cost, no-obligation discovery meeting with JFS today by clicking the button below.