OUR SERVICES
JSF is an independent, full-service financial planning, investment management and private wealth management firm. We seek long-term relationships with individuals and families that value personalized concierge financial solutions. We view our clients as our partners and work closely together to ensure we meet their unique goals.
Financial Planning
A vision for your financial future
There is nothing more personal than a financial plan. Together, we’ll develop a vision of your financial future and help you build a comprehensive plan that aligns with your risks, values, and goals.
Learn moreInvestment Management
Tailored portfolio management
Your portfolio is carefully tailored to align with your overall financial position and personal needs. We strive to preserve, protect and grow your assets while maintaining a steady hand through any market environment.
Learn morePrivate Wealth Management
Comprehensive wealth strategies
Blending planning and investment management, our private wealth services offer sophisticated advice for complex financial needs and priorities. Primarily for ultra-high net worth and institutional clients.
Learn more