Meet Our Wealth Management Team across the United States
Hey, you, behind the computer. Like many of the professionals and business owners we work with at JFS Wealth Advisors, you might be working from home, remote, or offsite these days. With more than 2,100 clients, we’ve seen many individuals, families, businesses & institutions we serve move all over — and we move (in spirit) to see them through whatever life changes come their way.
Web-based technologies like Zoom allow us to help individuals, families, businesses, and institutions across the United States, regardless of where either one of us happens to be. That means if you choose to work with us virtually, we don’t have strict 9-5 office hours, you don’t have to commute to our physical office locations, and your life comes first instead of being squeezed between the calendar’s margins.
We’re happy to meet with you over the phone, through video conference, or via email. Our advisors and planners work in person at our 9 locations across the US and with clients in more than 40 states. Our size and scale allow us to offer specialized services beyond financial planning and investment management expertise, with a dedicated tax team to provide in-depth tax planning and tax compliance, solutions for multi-family offices and trustees, and business retirement plan services for business owners and plan sponsors.
If you’re ready to start the conversation, schedule a no-cost, no-obligation discovery meeting with JFS today by clicking the button below.