- Services for Individuals and Families
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Investment Management
Customized portfolios to capture market opportunities & mitigate risk. Investments are designed for the long term & informed by clients’ goals, risk tolerance, and time horizon. The time-tested principles of low costs, low turnover, broad global diversification, & tax efficiency are at the heart of our investment management and research, so wealth builders can keep more of what they earn.
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Strategy to Portfolio Management
Investment Management Advisors and Planners
Saverio N. Paglioni, CIMA®
Saverio N. Paglioni, CIMA® is Partner, Wealth Advisor at JFS Wealth Advisors, based out of our Atlanta office.
Ryan Kennis, CFP®, CEPA™
Ryan Kennis is a Wealth Advisor for JFS Wealth Advisors, based out of our Pittsburgh office.
Adam Etzel, J.D., LL.M.
Adam Etzel, J.D., LL.M. is a Wealth Advisor for JFS Wealth Advisors, based out of our Camp Hill office.
Ashley R. Cline, CFP®
Ashley R. Cline, CFP® is an Associate Wealth Advisor for JFS Wealth Advisors, based out of our Hermitage office.
Ernie S. Irwin, CFP®, CSRIC®
Ernie S. Irwin, CFP®, CSRIC® is a Wealth Advisor for JFS Wealth Advisors, based out of our Camp Hill office.
Nathan Lochstampfor
Nathan Lochstampfor is an Associate Wealth Advisor for JFS Wealth Advisors, based out of our Camp Hill office.
Investment Management Insights
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OTHER LOCATIONS
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