Meet Our Wealth Management Team in Naples
Located a few minutes from white sand and Gulf waters, the Naples office of JFS Wealth Advisors offers Southwest Florida individuals and families a chance to instill some proverbial sunshine on their retirement plan, tax planning & investments. Our team in Naples is led by Robert C. Jazwinski, CPA/PFS, CFP®, Founder, Co-Chief Executive Officer, Partner, and Wealth Advisor at JFS. Bob founded JFS as a one-man operation in Hermitage, PA, in 1986 and now splits his time between Hermitage, Pittsburgh, and Naples.
Our wealth management services in Southwest Florida are a unique opportunity to work with not just a CERTIFIED FINANCIAL PLANNER™ professional and Certified Public Accountant but with the company’s Founder. Bob has over 40 years of experience helping clients achieve their financial goals through integrated financial planning and portfolio management services.
In Naples, along with Hermitage and Pittsburgh, Bob leads our Family Wealth Services, which provides ultra-high-net-worth families with sophisticated governance, family office services, estate planning & trustee solutions, philanthropic planning, and tax planning & compliance solutions.
With a deep bench of talent of nearly 100 professionals, nine office locations, and Advisors & Planners serving clients in more than 40 states, you can feel confident that you’ll have a dedicated team of professionals working on your behalf for your financial plan, your portfolio, or your legacy. Our commitment to holistic financial planning means looking at your total financial picture, year after year. If you’re ready, schedule a no-cost, no-obligation discovery meeting with JFS today by clicking the button below.
