Business Details
40 Years
experience
Trusted Wealth Management Services in Hermitage, PA
Established in 1986 in Hermitage, PA, JFS Wealth Advisors has dedicated over 35 years to serving as a trusted partner for individuals, families, business owners, and institutions. Our team of credentialed advisors, including CFPs, CPAs, and specialized professionals, delivers holistic wealth management solutions rooted in a fiduciary standard. We prioritize long-term relationships, integrating financial planning, investment management, tax strategies, and retirement planning to address clients' evolving needs.Backed by a deep bench of talent with over 60 professional credentials, we ensure continuity and expertise in managing complex financial scenarios. As part of Focus Financial Partners, we provide access to expanded resources while maintaining a client-centric approach that emphasizes transparency, compliance, and personalized service. Our commitment to excellence is reflected in our A+ BBB rating and recognition as a top RIA firm in national publications.
Services
Financial Planning
Wealth Management
Investment Management
Retirement Planning
Tax Planning
Family Wealth Services
Charitable Giving
Risk Management
Business Retirement Plans
Concentrated Wealth
Details
- Year established: 1986
Highlights and features
- We offer over 35 years of experience in fiduciary wealth advisory services.
- Our team includes 10 professionals with over 20 years of tenure at JFS.
- We operate under a fiduciary standard, prioritizing client interests exclusively.
- 60+ professional credentials across our team demonstrate deep expertise.
- We provide access to integrated tax, investment, and estate planning solutions.
Associations and certifications
- Better Business Bureau
Services
Wealth Management
Our wealth management services integrate financial planning, tax strategies, and investment management to help clients grow and protect assets. We tailor strategies to life stages, balancing long-term goals with risk tolerance. Our low-cost, diversified portfolios emphasize tax efficiency while aligning with individual values and legacy objectives.
Retirement Planning
Retirement planning addresses readiness assessments, Roth conversions, and healthcare cost strategies. We coordinate Social Security optimization with tax-efficient distributions and estate planning. Our advisors provide ongoing education and personalized counseling for clients and employers.
Tax Planning
Tax planning services focus on minimizing liabilities through year-round strategies. We specialize in complex scenarios like equity compensation, ESOPs, and estate tax optimization. Our team ensures compliance while identifying opportunities for tax-smart portfolio management and distributions.
Business Retirement Plans
We design and implement employee retirement plans, offering fiduciary recommendations and compliance support. Services include plan education, employee counseling, and business valuation analysis to enhance talent retention while meeting regulatory requirements.
Family Wealth Services
Family wealth services address intergenerational transfers through trusts, philanthropy, and estate plans. We coordinate governance, tax strategies, and family office solutions. Our team provides trustee services and real-time cash flow monitoring for ultra-high-net-worth families.
People
Ryan C. Barrett
Regional Director, Partner, Wealth Advisor
With over 25 years of experience, Ryan C. Barrett specializes in personalized wealth strategies and client relationships. His expertise includes retirement income planning and investment portfolio management.
Sarah J. Amey
Regional Director, Partner, Wealth Advisor
Sarah J. Amey brings extensive expertise in financial planning and fiduciary standards, managing client portfolios with a focus on tax-efficient strategies and long-term growth.
Robert C. Jazwinski
Founder, Co-Chief Executive Officer
As founder, Robert C. Jazwinski has led JFS Wealth Advisors for over 35 years, establishing its fiduciary-driven culture and commitment to comprehensive client services.
Laura J. Blaire
Partner, Wealth Advisor
Laura J. Blaire specializes in tax strategies and retirement planning, leveraging her MSM and IACCP credentials to deliver customized wealth solutions for high-net-worth clients.
Ryan Tiesi
Co-Chief Executive Officer
Ryan Tiesi oversees strategic operations and investment management, combining CPA and CFA expertise to ensure alignment with industry best practices.
Questions
What services does JFS Wealth Advisors offer?
We provide financial planning, wealth management, retirement planning, tax strategies, business retirement plans, and family wealth services.
What areas do you serve?
We serve clients nationwide across 40+ states from our nine office locations.
What is your fiduciary standard?
We act as fiduciaries, prioritizing client interests through transparent, conflict-free advice.
How are you compensated?
We use a sliding asset-based fee scale combined with flat fees for specific services.
Do you offer online account access?
Yes, we provide a secure client portal for account management and document sharing.
