Meet Our Wealth Management Team in Camp Hill
Located just across the Susquehanna River from Harrisburg, our team in the Camp Hill office offers the greater Harrisburg–Carlisle metropolitan area a fiduciary financial planner for individuals, families, businesses and institutions. Our highly-credentialed team in Camp Hill includes multiple CERTIFIED FINANCIAL PLANNER™ professionals and members of our dedicated Tax Team, responsible for tax planning and managing complex multi-year planning issues around stock options, alternative minimum tax, capital transactions, divorce, state residency matters, trusts, and charitable giving.
Beyond helping our clients build & manage family wealth, implement estate & legacy plans, and construct tax-efficient portfolios, our specialists in Camp Hill include a Chartered SRI Counselor℠, who can help guide Sustainable, Responsible and Impact investing strategies and environmental, social and governance (ESG) investment analysis.
Our Camp Hill team meets with many executives and professionals working for large corporations based in nearby East Pennsboro Township and Wormleysburg. For business owners and plan sponsors, JFS offers subject-matter experts who specialize in designing, implementing, and administering qualified and nonqualified retirement plans for business and institutional clients, including carrying out employee/participant one-on-one financial counseling.
Our advisors and planners work with individuals, families, and businesses & institutions in person at our 9 locations across the US and virtually with clients in more than 40 states. 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, and risk management solutions like life and disability insurance.
At JFS Wealth Advisors, we are dedicated to individuals, families, and businesses & institutions with integrity, expertise, and a deep understanding of their unique financial needs. Let us be your trusted partner in helping you achieve financial success and peace of mind. We’re here to answer any questions you might have about our services or our process. If you’re ready, schedule a no-cost, no-obligation discovery meeting with JFS today by clicking the button below.