Wealth Management: Our History and Experience

Who-we-are

JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated wealth management and investment strategies for every stage of life. Founded by Bob Jazwinski in 1986, the firm has over 60 employees, supervises approximately $1.8 billion in assets and services over 1,500 clients in more than 40 states.

In 2007, JFS became a partner firm with Focus Financial Partners, a leading international partnership of independent, fiduciary wealth management firms providing fee-based wealth management services to its clients.

JFS’ reach expanded in 2012 through a merger with Pittsburgh-based wealth management firm H.L. Zeve Associates, adding to the overall value, capabilities, and resources for our clients. Our team became even stronger and more geographically diversified in 2015 when we merged with two well-established and reputable firms: Weathervane Wealth Management, located in Berwyn, PA, and Comprehensive Investment Solutions (CIS), located in Doylestown and Yardley, PA.

 

  • What we believe Your interests come first

    Honesty and integrity are at the core of our professional philosophy. We’re invested in building long-term client relationships, not selling products. We believe that your story is more important than ours. So we take the time to get to know you, your goals, your challenges and your vision for the future. You can count on us to be fully engaged and responsive every step of the way, and trust that we’ll deliver on every promise we make.

  • Who we serve A financially successful clientele with diverse needs

    With a minimum of $600,000 to invest, many of our clients have been with us for generations and include, but are not limited to:

    • Couples and individuals planning for or already in retirement.
    • Individuals who are going through a life-changing event, such as a new job, divorce or the death of a spouse.
    • Individuals seeking more sophisticated investment strategies.
    • Parents planning for their children’s education.
    • Families seeking wealth transfer, estate or philanthropic planning.
  • How we work A customized plan with a big-picture approach

    It’s our job to ensure that all the pieces of your financial life are working together to help you achieve your short and long-term goals. That’s what our wealth advisory process is all about. First, we spend time discussing your objectives. Then, we examine your entire financial picture and put together a customized Financial Goal Plan tailored to your unique needs and circumstances. Next, we put the plan into action and communicate with you regularly to discuss any changes in your financial situation and make any necessary adjustments.

  • What sets us apart Trust, accountability and no surprises

    At JFS, every decision we make reflects our core values. We’re committed to providing each client with exceptional wealth management services and high-touch, personalized service, attention and accessibility.  Because we’re independent and not affiliated with any large institutional firms, we’re able to maintain our objectivity. Our fee is calculated as a percentage of the assets we manage, so when our clients succeed, so do we.