Financial advisors with a collaborative process of delivering advice and providing recommendations.
Many larger firms boast individualized attention, but JFS Wealth Advisors delivers the promise through smaller account loads for financial advisors, allowing them to focus on outstanding client service. In addition to your wealth advisor, you'll have an advisory team composed of a variety of professionals who advocate for your financial and overall success.
Louis V. Colella, CPA/PFS, CFP®, CEPA™
Managing Partner, President of Advisor Services/Wealth Advisor
Please Note: Limitations: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if JFS is engaged, or continues to be engaged, to provide investment advisory services.