Wealth Management

You want your financial plan to help minimize taxes and your investment strategy to integrate your long-term goals. Wealth management means proactive advance planning, dedicated in-house knowledge when you need it, and partnering with your CPA, attorney or insurance professional to bring all the pieces of your financial life together.

Strengthen and secure your family’s future

Well-Designed Wealth Management

As your wealth grows, you need more sophisticated, longer-term strategies to manage your assets. Your JFS Wealth Services team will incorporate these services into your customized wealth management plan so it grows along with you.

Estate Planning

You need more than a will and revocable trust. We help develop and implement estate plans that maximize wealth transfer to future generations while minimizing taxes and protecting assets.

Investment Management

Our range of investment management services are designed to help you grow and protect your wealth. We’ll create a customized investment plan that aligns with your financial goals and risk tolerance.

Tax Planning & Consulting

We navigate the complex tax impacts of transferring wealth between generations. Our team of tax advisors stays on top of the latest federal and state tax laws and regulations to provide you the best possible advice.

Philanthropic Planning

Create a charitable giving plan that represents your family’s values. We assist with establishing donor-advised funds, charitable trusts, and other philanthropic vehicles.

Goals-based and family-focused

Custom Wealth Plan Development

Money is personal. We believe the best financial decisions rarely stem from telling clients what they’d like to hear. When we embark on creating a custom wealth management plan, we’ll listen and explore what your money can do for you and your family.

Understand Your Financial Philosophy

What does money mean to you? How do you think you can make an impact? Create a plan that lives your family’s values.

Manage Your Assets

Make sure your portfolio adheres to your investment policy with a thorough asset allocation analysis.

Develop an Investment Policy

Understand your real risk tolerance to achieve your financial goals and design a diversified portfolio that reflects your financial philosophy.

Prepare Your Family

Bridge the lines of communication to the next generation and share your goals and intent for the family’s wealth.

FREQUENTLY ASKED QUESTIONS

Feel Confident About Your Wealth

When your financial situation gets more complicated, you need financial advisors who have the experience and structure to steer you in the right direction. Your JFS Wealth Advisors team is always available to educate you and your family so you can make the right financial decisions.

How do I minimize taxes as my wealth grows?

There are a variety of ways to save taxes through philanthropic giving, wealth transfer, college savings, retirement planning, business structures, and investment opportunities. Depending on your specific situation, we’ll recommend the best options for you.

How do I secure my children’s financial future?

We’ll be with you throughout life’s stages to set up gifting strategies that transfer wealth to the next generations in a meaningful way -- from tax-advantaged college savings accounts to family endowments and trusts. And we’re happy to explain finances and investments to them so they’ll be set up for success.

How are you compensated for all this work?

We use a sliding scale based upon the amount of assets we manage, coupled with a flat fee for lower amounts. This way, what’s in your best interests to preserve and grow your wealth is in our best interests.

Full-Service and Integrated