JFS Wealth Advisors’ team of nearly 100 professionals includes advisors & planners, client service, and tax specialists across nine office locations, serving clients in 40 states across the United States. Our highly-credentialed professionals work in dedicated teams to provide financial planning, investment management expertise, business retirement plan design and implementation, and many other specialized services around tax, business owners, and ultra-high-net-worth families.
Family. Business. Legacy. We like to think our laser focus on your holistic client experience sets us apart from other firms. Scroll below to find the closest office near you. And if you don’t see one nearby, give us a toll-free call to learn more about how we work virtually, or schedule a no-cost, no-obligation discovery meeting using our Talk to An Advisor button, which will help us match you with the team of experts best equipped for your unique financial situation.
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Our experienced wealth advisors are ready to help you plan your financial future. Meet life’s challenges and thrive financially, no matter what stage of life you’re in. Get in touch with us today and talk to an advisor.