A culture rooted in commitment.

Who We Are

What we do, why we do it.

For over 30 years, we’ve helped purpose-driven individuals, businesses and institutions with customized, solution-based financial planning throughout their lifetime.  As an independent fiduciary, we advocate for our clients’ best interests by maintaining objectivity in advice, integrity in service and compassion in understanding the unique complexities that impact financial success.  We are passionate about empowering them to make the best financial decisions now and for future years.

  • Investment strategies built to stand the test of time—access to a broad universe of investments rooted in decades of academic research and vetted by our dedicated investment committee
  • Experienced professionals, industry credentials and niche expertise in areas that have a direct impact on your bottom line across the broad personal financial needs spectrum
  • A partner firm of Focus Financial Partners, LLC, a leading international partnership of independent, fiduciary wealth management firms

1986

Year Founded

1,500+

Clients Served

$2 Billion+

Assets Under Management

60+

Employees

Our Fiduciary Standard

As an independent fiduciary, our advisors are not provided incentive to sell products or meet sales quotas, allowing our advice to remain independent and objective at all times. Our fee is calculated by the percentage of assets we manage, so when our clients succeed, so do we.

Meet Our Team

Core values shape our service.

We believe how our employees work together has a direct impact on how we work with you.  At JFS, every decision we make is reflective of core values integral to our mutual success.

Honest Communication

Active listening and clarity in dialogue are keys to effective communication, and both are necessary to achieve mutual understanding and optimal solutions.

Integrity

Behave ethically for the good of the firm, our clients and employees, even when no one is watching.

Commitment

Devote best efforts toward achievement of goals once the best solution is surfaced, debated and decided.

A Positive Outlook

Believe in the power of positive attitudes and inspire positivity in others. Avoid being affected by negative attitudes or influences.

Trust

Take the time necessary to build trust and respect with one another by giving trust with the hope of receiving it back.

Changeʺableʺ

Be flexible and adaptable to change, knowing that innovation results in continuous improvement and achievement of the JFS mission.

Collaboration

Fearlessly give and accept the best thinking for the firm’s betterment and acknowledge unique and valuable perspectives.

Dependability

Acknowledge the work and performance results that I’m responsible for, and be accountable for the things I say I will do for my clients, teammates and the firm.

Results-Focused

Work diligently towards specific goals and accurately measure success and results in achieving individual and team objectives.

Speak with one of our advisors.

Assess your planning needs or get a second opinion on your existing plan with a complimentary, no-pressure consultation.