JFS Wealth Advisors is delighted to announce that they are named amongst only three Finalists in the Industry Disruption category for Firms in the 2024 ThinkAdvisor Luminaries industry award during a year of record-breaking nominations.
The Business Growth and Transitions team’s innovative suite of services is targeted to help in the success of business owners. Offering business valuations, growth strategies, and implementation planning, the team’s focus is on helping drive long-term business success, facilitating smooth ownership transitions through exit planning, and protecting assets and legacies through continued investment management and estate planning.
“Our team at JFS Wealth Advisors has worked to build a community of business owners and professionals, to positively impact the economic health of our local areas,” said Louis V. Colella, CPA/PFS, CFP®, CEPA™, Managing Director of the Business Growth and Transitions Team. “This recognition by the prestigious ThinkAdvisor Luminaries award, and being named alongside the other finalists, is a testament to our commitment and a great honor.”
Now in its fourth year, ThinkAdvisor’s Luminaries award program champions an expanded group of segments within the financial services industry. Celebrating the achievements of top advisors, industry executives, RIAs, broker-dealers, asset and investment managers, technology providers and other support service sectors within the industry. Nominations that demonstrate leadership, innovation or community impact with qualitative and quantitative impact over the previous 12-18 months were judged by the panel. For the first time, the program added four new categories this year. An independent panel of industry professionals will determine the winners of each category who will be recognized at an awards ceremony on December 11 in Las Vegas. No compensation was paid directly or indirectly to obtain or market the Finalist award.
To view the Finalists: https://event.thinkadvisor.com/luminaries-awards/class-of-2024
About JFS Wealth Advisors
JFS Wealth Advisors, a full-service firm with 9 locations, is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies for every stage of life. Honesty and integrity are at the core of their professional philosophy, and they believe in taking the time to get to know their clients’ goals, challenges, and vision for the future. See important disclosures here: https://jfswa.com/important-disclosures/
