Pages
- About JFSWA
- Accessibility Statement
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- ASE Landing Page
- Balance Ad Form – Feb 2024
- Business Growth & Transitions
- Business Retirement Plans
- Careers
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- Facebook – Find a Financial Advisor Doylestown – Philadelphia Metro Area
- Family Wealth Services
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- Find a Financial Advisor Greater Philadelphia
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- Find a Financial Advisor Hermitage
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- Readying Your Business for Exit or Transition LinkedIn Ad
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- Thank You – LinkedIn Ads
- Thank You Calendly
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- Wealth Management
- Who We Serve
- Why JFS
Resources
- Recent News: What’s Happening at JFS – Q3 2025
- Shutdown, Rate Cuts, and Market Momentum: A Quarterly Update
- Sarah Amey named a Top Female Advisor by InvestmentNews
- Staying “Cyber-Safe”
- Making the Rules Work for You: Tax Planning and Compliance for the Complex Estate
- Catch Up Contributions 2025: Remodeling Your Retirement Savings
- Preparing for Widowhood
- JFS Wealth Advisors named a Top 2025 RIA Firm by Financial Advisor
- JFS Wealth Advisors named Best Place to Work 2025 by Pittsburgh Business Times
- How’s Your Company Retirement Plan Doing? Why You Need to Know
- Keeping the Money Together: Preparing the Next Generation for Inheritance
- Ashley Cline Featured in Forbes
- Is Gold Really the Standard?
- Recent News: What’s Happening at JFS – Q2 2025
- It’s Too Risky … Or Is It?
- How Big, How Beautiful? The Trump Budget Bill and Your Finances
- Opening with a Whimper, Ending with a Bang: Market Summary for Q2 2025
- Physician, Fund Thyself: Financial Guidance for Healthcare Professionals
- Losing a Parent: Navigating the Financial Crosscurrents
- Charitable Gifting Annuities
- Tune Out the Noise
- Sean Gibbon named Young Leader of 2025 by Pennsylvania Institute of CPAs
- Is a Deferred Compensation Plan in Your Financial Future?
- Chasing Unicorns: The Dangers of Trying to Time the Market
- Keeping Your Employees’ Interests Foremost: Fiduciary Duty and Your Employer-Sponsored Plan
- Understanding the 529 Education Savings Program: A Smart Way to Secure Your Child or Grandchild’s Future
- Divorce and Tax Implications: Understanding the Territory
- An Offer They Can’t Refuse: Maximizing Participation in Your Company-Sponsored Retirement Plan
- Recent News: What’s Happening at JFS – Q1 2025
- Tariffs, International Trade and the Economy – Market Comments Q1 2025
- Divorce and Your Inheritance
- Austin Sambuco Named a 25 Under 35 in 2025 by Mahoning Valley Young Professionals
- The Key to a Worry-Free Retirement: Cash Flow Planning
- Fraud and Identity Theft
- Inherited IRAs: The 10-year Rule and Required Minimum Distributions (RMDs) Starting 2025
- The Case for Global Investing
- Recent News: What’s Happening at JFS – Q4 2024
- Social Security Fairness Act
- Market Comments – Q4 2024
- Small Steps, Big Impact: Financial Resolutions to Boost Your 2025
- JFS Wealth Advisors Recognized as a 2024 Best RIAs to Work For by Financial Planning
- “But What If…?” Thinking about Risk and the Financial Markets
- Teaching Them to Fish: Getting Your Kids and Grandkids Excited about Investing
- Year-End Financial Planning Considerations
- Doing Good and Saving on Taxes: Charitable Tips for Year-End 2024
- Your Marriage and Your Money: Financial Implications for Couples
- Recent News: What’s Happening at JFS – Q3 2024
- Members Only: Pros and Cons of Owning Privately-Held Company Stock
- JFS Wealth Advisors: Disclosure Updates
- Corporate Transparency Act: What Business Owners Need to Know
- JFS Wealth Advisors Named a Finalist in the ThinkAdvisor Luminaries 2024 Industry Awards
- Market Comments – Q3 2024
- Transferring Trust: Working with Your Parents’ Financial Advisor
- Pride of Ownership: Is an ESOP the Right Tool for Your Business?
- Serving as an Executor: What You Need to Know
- JFS Named Best Place to Work 2024 by Pittsburgh Business Times
- JFS named a Top 2024 RIA Firm in Financial Advisor Magazine
- Gray Divorce: The Financial Implications
- JFS Wealth Advisors Names New Partners
- Is It Time for a Financial Review? Things to Check at Mid-Year
- Recent News: What’s Happening at JFS – Q2 2024
- After the Job Change: Questions to Ask about Your New 401(k) Plan
- Market Comments – Q2 2024
- Protecting Your Digital Assets and Devices
- JFS Wealth Advisors Named a Finalist in the WealthManagement.com 2024 Industry Awards
- JFS Wealth Advisors’ Constance Amstutz Named Woman of the Year by Junior Women’s League Club
- Learning about Money the Summer Fun Way
- Social Security Maximization: Top 5 Tips
- JFS Wealth Advisors’ Sean Gibbon named to AICPA Standing Ovation Recognition Program
- JFS Wealth Advisors’ Joseph Salmen named a 30 Under 40 by Shenango Valley Chamber of Commerce
- JFS Wealth Advisors’ Director of Financial Planning Featured in MoneyGeek
- Cognitive Decline: Protecting Yourself from Financial Challenges
- Six Financial “First Steps” for New Parents
- Launching in May 2024: Exit Planning Institute Mahoning-Shenango Valley Chapter
- Artificial Intelligence and Financial Planning
- Building Real Wealth: It All Starts with the Right Frame of Mind
- Understanding Donor Advised Funds (DAFs): A Guide for Alumni
- Planning for the Cost of Long-Term Care
- Recent News: What’s Happening at JFS – Q1 2024
- Market Comments – Q1 2024
- Planning After Loss: A Guide for Widows
- Robert Jazwinski discusses Pennsylvania’s Keystone Saves Program in article for PICPA
- Maximizing Your Impact: Westminster Alum and Charitable Trusts
- Charitable Documentation for Your Tax Returns
- Managing Healthcare Costs in Retirement
- Do You Really Need Pet Insurance?
- Lou Colella and Sean Gibbon interviewed on In the Growth Space podcast
- Going with the Flow: Cash Flow and Your Small Business
- Recent News: What’s Happening at JFS – Q4 2023
- Market Comments – Q4 2023
- 5 Reasons to Review Your Estate Plan
- JFS Named Best Place to Work 2023 by Pittsburgh Business Times
- Finding the Right Advisor for You
- What Is a Fiduciary Advisor, and Why Does It Matter?
- Annual Gifting — A Systematic Way to Transfer Wealth
- 2024 Retirement Accounts Limits
- Trimming the Sails: Preparing Your Portfolio for Choppy Seas
- Year-End Tax Planning, SECURE 2.0, and You
- Launching in October 2023: Exit Planning Institute Pittsburgh Chapter
- Market Comments – Q3 2023
- Recent News: What’s Happening at JFS
- Stubbornly Persistent Interest Rates
- ABLE Accounts for Individuals with Disabilities
- Navigating the New FAFSA Rules for the 2024-2025 School Year
- Deciding the Best Time to Start Collecting Social Security Retirement Benefits
- Smart Uses for Life Insurance—While You’re Still Alive
- JFS named a Top 2023 RIA Firm in Financial Advisor Magazine
- Owning a Vacation Home in Retirement: Is It for You?
- Pennsylvania: 5 out of 10 of the Best Places to Retire
- Recent News: What’s Happening at JFS
- Market Comments – Q2 2023
- Lou Colella featured on LifeBlood Podcast
- JFS Announces Launch of Business Growth and Transitions Team
- SECURE 2.0 Offers New Incentives for Small Businesses
- Compromise: Paying Bills and Tackling Spending
- Family Philanthropy and the Next Generation: Keeping the Torch Alight
- JFS Wealth Advisors’ new CCO named a 30 Under 40 by Shenango Valley Chamber of Commerce
- Before You Say “I Do Again”: Financial Conversations for Blended Families
- Ten Years from Retirement – What to Do Now.
- What Are My Options? Decoding the Basics of Stock Options
- Recent News: What’s Happening at JFS
- Market Comments – Q1 2023
- Qualified Custodians and Safety of Assets
- The Sandwich Generation, Revisited
- Before the Torch Is Passed: Key Considerations for Succession Planning in Professional Service Firms
- The Role of Life Insurance in Financial Planning
- Reading Tea Leaves
- HSAs and FSAs: Two Great Ways to Help with Healthcare Costs
- Do You Need a Family Office? Information for Ultra-High-Net-Worth Families
- Uncovering Highlights of SECURE Act 2.0
- Financial Planning for Physicians: Improving Your Odds, Part 2
- Recent News: JFS named Best Place to Work 2022 by Pittsburgh Business Times
- Recent News: What’s Happening at JFS
- Financial Planning for Physicians: Improving Your Odds, Part 1
- Market Comments – Q4 2022
- 2022 Year-End Commentary
- Giving the Gift of Financial Literacy
- The Cost of College: The Nuances of 529 Plans
- Can Gratitude Help Your Retirement?
- Advising the Advisors: Financial Planning for Professional Services
- Recent News
- Market Comments – Q3 2022
- Doing Well, Doing Good: Tips for Year-End Philanthropy
- JFS named a Top 10 Largest Pittsburgh-Area Money Manager by Pittsburgh Business Times
- Is the Fed Out to Get Us?
- Student Loan Forgiveness and the Economy
- JFS named a Top 2022 RIA Firm in Financial Advisor Magazine
- IMHO: The Role of Benefits in Employee Retention
- Thrive During a Recession? Here’s How
- Retirement Cash Flow Planning: Don’t Forget about Your House
- The Fed is from Mars, the Economy is from Venus
- Kids to the Left of Me, Aging Parents to the Right: “Sandwich” GenXers Are Stuck in the Middle
- Market Comments – Q2 2022
- Recent News
- Finding the “Suite” Spot: Executive Compensation Packages Designed for Your Business
- JFS Wealth Advisors Names New Partners
- JFS Wealth Advisors Names New Chief Investment Officer
- Facing Retirement Setbacks? You’re Not Alone
- Facing Down the Bear
- Making Lemonade: Five Ways You Can Take Advantage of a Down Market
- Bogeymen in the Attic
- Passing the Torch: Estate Planning Considerations for Business Owners
- The Fed Delivered this Week as Expected
- The “Next Crisis” and Your Portfolio
- Market Comments – Q1 2022
- Recent News
- Avoiding a FAFSA Pitfall for Grandparents Making 529 Plan Distributions
- Charitable Options to Support the People of Ukraine
- The Wizard Has Spoken
- Trading vs. Investing
- Recent News
- Wealth Plan Tune-Up: Tips for a Successful 2022
- No Escaping the Market’s Gravity
- Inflation, Portfolios, and Planning for the New Year
- Thinking Fast, and Slow
- Medicare Enrollment Now Open for 2022
- Tips to Keep Yourself Cyber-Safe this Holiday Season
- Your Year-End Financial Planning Checklist
- Recent News
- Proposed Tax Law Changes in the Build Back Better Act
- JFS Wealth Advisors Names Thomas Wilson Newest Partner
- Be Aware of Latest Phishing Scams by Phone
- Effective Mid-Year Tax Planning Tips
- Inflation, Purchasing Power, and Your Retirement
- Recent News
- Upcoming FAFSA Changes: What You Need to Know
- Is the Fed on the Job or Dozing While Driving?
- JFS Wealth Advisors Announces Merger with Integer Wealth Advisors Group
- Tales from the Crypto: How to Think About Bitcoin
- Test Your Knowledge of College Financial Aid
- A Trusted Fiduciary for Business and Institutional Leaders
- Blowing Bubbles: A History Lesson in Stock Speculation
- Recent News: Q4 2020
- College Money Report
- Recent News: Q3 2020
- Cybersecurity Tips for a Safe Holiday Season
- Lessons from Lockdown: A Back-To-Basics Holiday
- 2020 Year-End Tax Planning for Individuals
- Facing an Involuntary Retirement? What You Need to Know
- IRS Updates: Return Filing Delays, Interest Refunds
- Recent News: Q2 2020
- Under the Macroscope: When Stocks and the Economy Diverge
- Growth vs. Value – Is it a TKO?
- Taxable Treatment of CARES Act Relief Payments
- Recent News: Q1 2020
- Impact of COVID-19 on College Planning and Student Loans
- 2020 CARES Act and Your Financial Plan
- Understanding Emotional Bias During Times of Uncertainty
- The SECURE Act: Old and New
- The Money Talk Part III: Money and Raising Children
- TRACED Act Offers Consumers Additional Protections Against Robocalls
- Recent News: Q4 2019
- Recent News: Q3 2019
- What Health Services Aren’t Covered by Medicare?
- Five Retirement Lessons from Today’s Retirees
- Year-End Tax Planning Opportunities to Consider Now
- Recent News: Q2 2019
- 1040 Postmortem: Making Sense of Your Taxes and Withholding
- The Money Talk Part II: More On Helping Mom and Dad
- The Trade Tempest
- Recent News: Q1 2019
- Tax Scams to Watch Out For
- Famous People Who Failed to Plan Properly
- The Money Talk Part I: Helping Mom and Dad
- Your Guide to Year-End Financial Planning Opportunities
- Recent News: Q4 2018
- Life Insurance at Various Life Stages
- Marriage and Money: Taking a Team Approach to Retirement
- How Can I Safely Shop Online this Holiday Season?
- Key Questions for Long-Term Investors
- Disability Insurance: What It Is, Why You Need It
- Recent News: Q3 2018
- Medicare Advantage Plans Get Big Boost for 2019
- Tax Reform 2018: New Depreciation and Expensing Rules for Businesses
- Estate Planning Under the New Tax Law
- Owning Your Values: Socially Responsible Investing
- Recent News: Q2 2018
- Tax Reform 2018: The Impact on Itemized Deductions for Individuals
- Financially Preparing for the Loss of a Loved One
Team Members
- Aaron K. Dayton, CFP®
- Adam Etzel, J.D., LL.M.
- Alicia M. Umbel
- Allyson Kimble
- Amanda L. Marcello, CFP®
- Amanda R. Smith
- Anna Vournous
- Ashley R. Cline, CFP®
- August N. Santillo Jr., IACCP®
- Austin Sambuco, CFP®, CEPA™
- Barbara Glover, CFP®, CCFC
- Becca Hionas
- Casie Merchant, CFP®
- Constance C. Amstutz, CFP®, CDFA®
- Daniel R. Coursey
- Debbie Jarrett
- Deborah K. Hodum, FPQP®
- Debra Meixell, FPQP®
- Dorinda L. Harris
- Erin Ballard
- Erin Walburn, FPQP®
- Erin Watkins
- Ernie S. Irwin, CFP®, CSRIC®
- Eva Conti
- Gary A. Dalessandro, MS, CPA/PFS, CFP®
- Gina Elliott, PHR
- Gregory H. Reif, CFP®
- Gregory N. Zivkovich, IACCP®
- Hanna Blake
- Hannah Roth
- Harrison Murray
- J. Stephen Lee
- Jacki Grober, EA
- Jacqueline Palm
- James H. Riley
- Jason Oyler
- Jeanette Shaffer
- Jen Johns, FPQP®
- Jenna Fallo
- Jenna Rabideau
- Jennifer E. Pavelko
- Jesse M. Tonkay, FPQP®
- Jessica A. Linton
- Jessica Grimes
- Jill M. Gay
- Joe Millard
- John J. Sciarrone, CFP®
- Joseph D. Salmen, CFP®
- Kate Walsh, FPQP®
- Kevin K. Renne, CFP®, CEPA™
- Kira Chambers
- Kristen Devlin, EA
- Kristin L. Cooper
- Laura J. Blaire, MSM, IACCP®
- Lauren Petrarulo
- Lewis G. Davis III
- Linda N. Ruggia
- Lisa Chavara
- Lisa DeBonis
- Louis V. Colella, CPA/PFS, CFP®, CEPA™
- Manish Upadhyay, CAIA®, CIMA®
- Mark Browne, CTFA
- Megan Kress, FPQP®
- Melanie DeCiancio
- Michael Parsons, AIF®, CPFA®
- Michelle L. Wright, CPA, MST
- Michelle Schenker
- Morgan E. Ramsey
- Nathan Lochstampfor, CFP®
- Nicole O’Connell
- Patti Chupak
- Rachel Balentine
- Rachel Bargebuhr, FPQP®
- Robert C. Jazwinski, CPA/PFS, CFP®
- Ron W. Yost
- Ryan C. Barrett, CFP®
- Ryan K. Santillo, FPQP®
- Ryan Kennis, CFP®, CEPA™
- Ryan Tiesi, CPA, CFA
- Sara R. Marsh
- Sarah J. Amey, CFP®, CIMA®, CPWA®
- Saverio N. Paglioni, CIMA®
- Sean M. Gibbon, CPA/PFS, CFP®, CEPA™
- Sean Wilson, CRPC®
- Stephanie E. Foltz
- Stephen Linamen
- Tammie L. Bernard
- Ted Rhinehart, AIF®, CPFA, QKA
- Thomas A. Foglia, CPA/PFS, MST
- Thomas D. Wilson, CFP®
- Tiffany Danso, CFP®
- Tiffany Foltz
- Tiffany Wells
Office Locations
Webinars
- 10 Principles for Readying Your Business for Exit or Transition
- 10 Years from Retirement? What to Do Now
- 2021: The Road Ahead
- 2022 Guide to Retirement Webinar
- Accelerating Your Business Value – Before An Exit or Transition
- Aging in Place or Move? The Pros and Cons Revealed
- April 2022 Global Economic & Financial Market Outlook
- Elevate Your Retirement Plan Management – Fiduciary Training & Best Practices
- Estate Planning Essentials: 5 Reasons to Review Your Plan
- Finding and Funding the Right College
- Finding and Funding the Right College – Fall 2022
- Finding and Funding the Right College 2023 – Bucks County Foundation
- Finding and Funding the Right College: Preserving Wealth While Paying for Higher Education – 2021
- Finding and Funding the Right College: Preserving Wealth While Paying for Higher Education – Fall 2020
- Five Personal Financial Lessons to Consider as Your Retirement Approaches
- Gifting & Estate Planning Strategies
- Impact of Inflation on Your Retirement
- Maximizing Your Medicare Benefits
- Medicare Made Simple — Guidance for Retirement and Beyond
- Mid-Year Market, Economic, and Election Update 2024
- Navigate Your Perfect Plan – Student Loans
- Navigating Finances After Losing a Spouse
- Navigating the Recovery: Global Economic and Financial Market Outlook
- Post-Inauguration Economic and Market Update
- Post-Pandemic Perspective
- Preparing for Tax Policy Changes on the Horizon
- Preparing Your College Student to be Financially Fit
- Protecting Your Most Valuable Assets: Understanding Your Life & Disability Insurance Needs
- Quarterly Market, Economic and Planning Update
- Quarterly Market, Economic and Planning Update – Q3 2023
- Re-Creating the Stretch IRA: Tax Advantaged Strategies to Replace What the SECURE Act Took Away
- Safeguard Your Financial Future – Cybersecurity Insights with Nes Harper
- State of the Market, Economy, and Mid-Term Elections Virtual Discussion
- Stay Ahead with FAFSA – Navigating Recent Changes
- Staying the Course: Long-Term Investing Through Volatile Markets
- Succession Planning for a Seamless Transition
- Understanding Your Business Exit/Transition Options: Employee Stock Ownership as a Potential Path
- Wealth Care for Healthcare
- YE 2021 – Global Economic and Financial Market Outlook
- Year End Tax Tips and Strategies 2023
