• Category: Estate planning

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11 August

A Letter from Our Founder – A Joyous Weekend Ahead

By in Estate planning, Finance, Financial advisors, Other

When I think back to the founding of JSF 27 years ago, it’s impossible to not also think about the birth of my 1st daughter Alexa – who is now almost 26 years old. She and the firm grew up and experienced triumphs and obstacles alongside each other. Fast-forwarding to today, Alexa is preparing for […]

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31 March

Women And Wealth: Words of Wisdom From Our Clients and Friends

By in Culture, Estate planning, Finance, Investing

As part of our recognition of International Women’s Day, we reached out to a number of female clients seeking their stories, experiences, and words of advice about finance and financial planning. The response was overwhelming and filled with wisdom that we felt deserved saving and sharing with others. The result is this booklet, which captures […]

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