JFS Wealth Advisors
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JFS Wealth Advisors
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Who We Serve

OUR CLIENTS

JFS serves the personal financial planning, tax, retirement, and investment management needs of individuals and families from all different backgrounds and lifestyles, as well as the demands of work and life of businesses, their executives & employees, and institutions.

WHO WE SERVE

Individuals and Families

Our ideal client is looking for a partner and coach in their financial wellness through all stages and transitions in life. The families and individuals we serve tend to have financial complexity in their lives beyond their comfort level.

Individuals & Young Families

Building and Managing Wealth

Pre-Retirees (Gen-Xers)

Protecting Wealth and Readying for Retirement

Retirees

Entering Retirement and Transitioning Wealth to the Next Generation
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WHO WE SERVE

Business Owners and Executives

Facing complexity in their financial lives, these individuals need help navigating sophisticated tax planning issues, dealing with concentrated wealth, and managing business administration challenges.

Closely Held Businesses in Transition

Seeking Valuation, Succession or Exit Planning, or M&A Coordination

Executives with Equity Compensation

Managing Concentrated Wealth Positions (RSUs, ISOs, NQSOs)

Plan Sponsors, Board of Directors, & HR

Company Retirement Plans and Outsourced Business Admin
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WHO WE SERVE

Professionals

Those in the professional services community typically require more careful attention to tax and estate planning opportunities, debt and cash flow management, and trust and philanthropic needs.

Professional Services

Attorneys, Accountants, Insurance Professionals, Consultants

Medical Professionals

Doctors, Dentists, Veterinarians, and Healthcare Professionals

Technical Professionals

Engineers, Software Developers, Industrial Designers, Architects, Academics
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NINE LOCATIONS AND SERVING CLIENTS
NATIONWIDE IN MORE THAN 40 STATES
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EXPLORE OUR OFFICE LOCATIONS

View All of Our Locations
Find an experienced wealth management team near you:

SCHEDULE A MEETING

15 Minute Discovery Call

CALL US TOLL FREE

877-745-1700

EMAIL US

info@jfswa.com

Services for Individuals


Services for Institutions

About JFS

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