Meet Our Wealth Management Team in Doylestown
Located within the heart of Bucks County, our team in the Doylestown office just north of Philadelphia offers a truly integrated approach to wealth management for the families, business owners, and retirees of the Delaware Valley. It starts with our highly credentialed advisors and planners, which include multiple CERTIFIED FINANCIAL PLANNER™ professionals, experts in estate planning & college planning, and members of our dedicated Tax Team responsible for the preparation and review of tax returns, tax compliance, and managing complex multi-year tax planning issues around stock options, executive business succession, trusts, and charitable giving. Additionally, our dedicated Retirement Plans team specializes in serving business and institutional clients and their employees, offering a valuable partner to many public companies and multinational businesses that call Bucks County home.
We work with families to create lasting financial plans, implement retirement withdrawal strategies, and even help the next generation, whether children or grandchildren, learn how to find and fund the right college. Our advisory team looks at the total financial picture, helping to guide our individual and family clients with sophisticated support on managing family wealth, wealth transfer, and creating lasting legacy plans.
Our teams work with individuals, families, and businesses & institutions in person at our locations across the Philadelphia metro area 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 Business Growth & Transitions services for business owners, including business valuation, business exit strategies, and succession planning or transition support. Our team specializes in helping founders and C-Suite of many closely-held businesses plan for liquidity events and employ estate and income tax strategies to preserve their wealth afterward.
We invite you to experience the JFS difference and see how JFS clients benefit from a spectrum of expertise that can support their entire financial lives year after year. 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.