Our services
JSF Financial values building meaningful relationships because we see investment management and financial planning as a lasting, collaborative partnership.
Experience our personalized service, lean into our expertise, and develop your comprehensive life plan.
The JSF
Difference
We help to ease financial anxiety and seek to foster peace of mind by helping you understand your investments and financial situations from different angles.
Learn More about our services
Learn More about our services
01
Financial Planning
When creating a financial plan, our process follows a multi-step consultative approach designed to develop a thoughtful and customized plan that meets our clients where they currently are and helps them get to where they want to be.
We take a highly individualized approach to financial planning, with a focus on building prudent, personal, and strategic plans for you and your family.
Comprehensive financial planning attends to the intersection of life, tax and finances. Whether for a single lifetime or multiple generations, we believe an effective financial plan provides a buffer against risk and the ability to grasp compelling opportunities.
- Holistic strategies for cash flow & budgeting
- Liability and risk management
- Educational planning for loved ones
- Pension analysis
- Retirement income and lifestyle planning
- Estate planning and preservation
- Retirement income and lifestyle planning
- Estate planning and preservation
- Tax minimization strategies
- Analyzing non-financial investment opportunities
- Coordinating with your tax and legal advisers
We’ll work with you to develop your personal investment policy, which details your investment strategy and encompasses your personal needs, financial objectives, probable risk factors, charitable goals and future aspirations.
Our investment management process follows a multi-step consultative approach designed to develop customized investment strategies that incorporate our clients’ personal needs and objectives and includes:
- Assessing investment objectives & risk tolerance
- Understanding current lifestyle needs & future aspirations
- Analyzing current portfolios & assets
- Providing independent & objective advice
- Formulating a diversified, long-term investment strategy
- Monitoring & rebalancing the asset allocation over time
- Implementing the recommended asset allocation across all available accounts
- Minimizing income & capital gains taxes based on tax status & potential tax arbitrage
- Analyzing non-financial investment opportunities
02
INVESTMENT MANAGEMENT
Investment management puts your money to work in a way that aligns with your values, financial plan, tax status and the realities of the market environment. We advocate for prudence, a steady hand, and a methodical approach towards portfolio construction and the analysis of investment opportunities.
03
PRIVATE WEALTH MANAGEMENT
Our concierge approach to private wealth management provides a sophisticated, holistic approach to financial planning and investment management that is especially suitable for high-net-worth individuals, families and foundations.
With a wide-ranging expertise and deep understanding of the unique estate, tax, institutional, or other considerations you may be facing, our team is poised to help you develop and manage a comprehensive wealth strategy.
Our in-depth and diverse expertise allows us to provide comprehensive asset management and financial planning services for complex situations, some of which include:
- Assessing a comprehensive risk management picture
- Protecting & preserving capital
- Preparing for a liquidity event
- Integrating tax, estate planning & investment strategies
- Implementing & monitoring plan execution
- Exploring tax-effective charitable strategies
- Assessing inter-generational transfers with use of corporate trustee when needed
- Aggregating investment assets across proprietary & non proprietary investment strategies
Connect with the team that cares.
We meet our clients where they are and help build confidence and clarity for the future.
