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
Assets Under Management
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.
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.
Fearlessly give and accept the best thinking for the firm’s betterment and acknowledge unique and valuable perspectives.
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.
Work diligently towards specific goals and accurately measure success and results in achieving individual and team objectives.