Meet Our Wealth Management Team in Pittsburgh
Located on the fork of the three rivers, our downtown Pittsburgh office operates as our second-largest wealth management team. It all starts with our highly-credentialed team, which includes multiple CERTIFIED FINANCIAL PLANNER™ professionals helping our clients build & manage family wealth, implement estate & legacy plans, and construct tax-efficient portfolios. Members of our Business Retirement Plan team partner with business owners & plan sponsors as subject-matter experts specializing 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.
Pittsburgh is home to 10 Fortune 500 companies and a thriving startup scene for closely-held businesses. For the former, we advise C-suite and corporate executives dealing with concentrated equity, including around 10b5-1 planning and stock option equity compensation like Restricted Stock Units (RSUs) and Incentive Stock Options (ISOs). For the many major non-public companies headquartered in Pittsburgh, our Business Growth & Transitions advisory team helps business owners plan for liquidity events like mergers, acquisitions, and IPOs, as well as business valuation and monetization strategies. Finally, our dedicated tax experts help with sophisticated topics like stock option tax treatment, Qualified Small Business Stock (QSBS) Elections, alternative minimum tax, trust solutions, and charitable giving.
Our advisors and planners work with individuals, families, businesses & and 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.
Money is personal. So why do so many settle for a wealth manager that feels like an ATM transaction? We consider our clients family, and we’re often their first call at the onset of a major life event. One of the most important decisions you can make is selecting a financial advisor with the experience and structure to provide sound advice when facing those moments. That’s why we’ve been named a Top 2023 RIA Firm in Financial Advisor Magazine, Top 10 Largest Pittsburgh-Area Money Manager in 2022 by Pittsburgh Business Times, and a Best Place to Work 2022 by Pittsburgh Business Times.
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.