Live by design.
Our Mission.
To empower families to build a lasting legacy.
Our mission is to empower families to build a lasting legacy and secure multi-generational wealth through comprehensive financial planning and expert guidance. By taking a personal approach to each client's unique needs and goals, we strive to simplify the financial planning process and provide peace of mind for future generations. Our goal is to be a trusted partner for families, helping them navigate the complexities of financial management and build a legacy that will endure for generations to come.
Honesty. Transparency. Collaboration.
At J&S Private Wealth Management, our approach sets us apart. Our team is passionate about empowering families to build and secure multi-generational wealth through intentional financial planning. We go beyond portfolio management and provide personalized, expert guidance for a brighter future for generations to come. With honesty, transparency, and collaboration as our core values, we strive to simplify the financial planning process and create a lasting legacy of financial success for our clients.
Truly comprehensive planning.
We understand there’s more to your finances than numbers on a balance sheet. We pride ourselves on our detailed focus on everything that makes an impact in your financial life.
Full fiduciary support.
As fiduciaries we are committed to operating solely in your best interest. We seek to minimize conflicts of interest, be transparent and live up to the trust you place in our team.
Partnering for a lifetime.
Proper financial planning is rarely a one-time occurrence. Our team is committed to being there with you through all of life’s hurdles from beginning to end.
Book an appointment.
Interested in learning more? Schedule a time to chat with us, we’d be happy to answer any questions you have.