- Services for Individuals and Families
- Investment Management
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.
Chuck Zuzak, CFP®, CFA
Chuck Zuzak, CFP®, CFA is Director of Financial Planning for JFS Wealth Advisors, based out of our Pittsburgh 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.
Investment Management Insights
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OTHER LOCATIONS
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