Plotting Your Course, Pursuing Opportunities, Avoiding Hazards... While You're Enjoying Life's Journey.

We walk the road with you.

Whether you face a priority-shifting milestone or slight bump in the road, having a committed companion that has the experience, expertise and resources to help you navigate the ups and downs frees you to confidently focus on what matters most. For over 30 years, we've been our clients’ first call as they encounter victories and setbacks, births and deaths, marriages and divorce, career changes and retirement, always dedicated to helping them achieve success, however they have defined it.

Individuals & Families

The most effective financial strategies for building and preserving wealth, securing your retirement or planning your family’s legacy are developed around the goals and circumstances unique to your life.  No matter where you envision going, we’re committed to being with you each step of the way, guided by our Lifetime Planning Continuum® approach.

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Businesses & Institutions

Whether you’re a business owner planning for succession or an organization leader designing a qualified plan for recruiting and retaining your industry’s best talent, our comprehensive approach provides you the guidance and resources to choose benefit programs with the highest fiduciary standards. For institutions, we provide fi360 Uniform Fiduciary Standards of Care for investment portfolio stewardship.

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Your Quarterback in Wealth Management

Our clients have minimal time to spend in determining which financial moves are the best to achieve their objectives. Having JFS on your side means you never have to break stride moving down the field to reach your vision of financial success.

The Client Experience

Recent Insights

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Stay up-to-date on our latest blog posts, recent financial news, special reports and changes that could affect your financial plan.