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- About JFSWA
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- Who We Serve
- Why JFS
Resources
- 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
- August N. Santillo Jr., IACCP®
- Austin Sambuco, CFP®
- Barbara Glover, CFP®, CCFC
- Becca Smalley
- Casie Merchant, CFP®
- Chuck Zuzak, CFP®, CFA
- Constance C. Amstutz, CFP®
- Debbie Jarrett
- Deborah A. Stiger, CPA/PFS, CRPS®, AIF®, CHSA®
- Deborah K. Hodum, FPQP™
- Debra Meixell, FPQP™
- Emily Semmelroth
- Erin B. Steele
- Erin Walburn
- Ernie S. Irwin, CFP®, CSRIC™
- Gary A. Dalessandro, MS, CPA/PFS, CFP®
- Gina Beach, PHR
- Greg W. Klipstein, J.D., LL.M., CFP®
- Gregory H. Reif, CFP®
- Gregory N. Zivkovich
- J. Stephen Lee
- Jacki Grober
- Jacqueline Palm
- James H. Riley
- Jason Oyler
- Jeanette Shaffer
- Jen Johns
- Jennifer E. Pavelko
- Jesse M. Tonkay
- Jessica A. Linton
- Jessica Grimes
- Jill M. Gay
- Joe Millard
- John J. Sciarrone, CFP®
- Joseph D. Salmen, CFP®
- Joseph F. Kloecker
- Joshua C. Vass, MBA
- Karen L. Hickton
- Kate Walsh
- 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
- Lisa Shanefield
- Louis V. Colella, CPA/PFS, CFP®, CEPA™
- Manish Upadhyay, CAIA®, CIMA®
- Melanie DeCiancio
- Michelle L. Wright, CPA, MST
- Morgan E. Ramsey
- Nathan Lochstampfor
- Nicole O’Connell
- Patti Chupak
- Rachel Balentine
- Rachel Bargebuhr, FPQP™
- Rob Willis, AIF®, CIMA®
- Robert C. Jazwinski, CPA/PFS, CFP®
- Robert T. Brooks, CIMA®
- Ron W. Yost
- Ryan C. Barrett, CFP®
- Ryan K. Santillo
- Ryan Kennis, CFP®, CEPA™
- Ryan Tiesi, CPA, CFA
- Sara R. Marsh
- Sarah J. Amey, CFP®, CIMA®
- 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
- 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
- April 2022 Global Economic & Financial Market Outlook
- 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
- Impact of Inflation on Your Retirement
- Navigate Your Perfect Plan – Student Loans
- Navigating the Recovery: Global Economic and Financial Market Outlook
- Post-Pandemic Perspective
- 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
- 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
- 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
