– Deal adds key advisors to leadership team, expands firm’s East Coast footprint into Atlanta –
HERMITAGE, PA – May 20, 2021 – JFS Wealth Advisors, LLC (“JFS”), an independent wealth management firm with offices across Pennsylvania and in Naples, Florida, today announced a definitive agreement with Integer Wealth Advisors Group, LLC (“Integer”) to join forces and expand East Coast operations.
Integer, an integrated wealth management firm with offices in greater Philadelphia and Atlanta, Georgia, will become part of JFS, effective July 1. Founded in 2005 by Tom Foglia, CPA/PFS, and Sam Paglioni, CIMA®, Integer offers financial planning, investment advisory, and tax preparation services to high-net-worth individuals and families.
The firm’s decision to join JFS, which has a history of successful mergers, was driven by a desire by Integer’s founders for a viable succession plan and identifying the right cultural fit to expand its client service capabilities.
“We look forward to welcoming the Integer team to JFS,” said Bob Jazwinski, President, Founder, and Managing Partner of JFS. “Their solutions-based client service philosophy closely aligns with ours and they will add additional breadth and expertise, especially in financial and tax planning. We could not imagine a better strategic and cultural fit to expand our brand and offering, and we are very pleased that Tom and Sam will be joining our leadership team.”
JFS will grow to 75 employees with the merger and expand its footprint and capabilities in the Philadelphia region and in the Southeast. Integer adds $310 million in assets under management (AUM) to JFS, which currently has approximately $3 billion in AUM before the merger.
“We are very excited to be joining JFS, a firm that shares our commitment to safeguarding and guiding the financial well-being of our clients. This allows us to continue providing our clients with top-tier service and investment expertise, while also creating an ideal succession plan for our firm,” said Sam Paglioni, Managing Director of Integer in Atlanta.
“Our team will be able to leverage JFS’ service platform and expertise to further enhance the experience for our clients,” said Tom Foglia, Managing Director of Integer in Philadelphia.
About JFS Wealth Advisors, LLC
JFS Wealth Advisors, LLC is an independently managed fee-based financial advisory firm headquartered in Hermitage, Pennsylvania, with six additional offices across Pennsylvania and one in Naples, Florida. Tracing its origins to 1986, JFS helps purpose-driven individuals, businesses, and institutions with customized, solution-based financial planning throughout their lifetime. The firm provides a comprehensive service model, which includes investment management, financial planning, tax planning, insurance review, and estate and legacy planning, among others. As a fiduciary, JFS advocates for its clients’ best interests by maintaining objectivity in advice, integrity in service, and compassion in understanding the unique complexities that impact financial success.