JFS Wealth Advisors

06/24/2026

Congratulations to Amanda Marcello, CFP®, and Sarah Amey, CFP®, CIMA®, CPWA®, on being named to the InvestmentNews $100M Club Top Female Advisors for 2026. We are proud to have both of them on the JFS team. Well deserved.

No compensation was provided to obtain or market the award.

06/23/2026

For most sources of retirement income, taxpayers have little control over when taxes come due. A Roth conversion is one of the few tools that can change that. In a recent article on our website, JFS wealth advisor Ernie Irwin, CFP®, CSRIC®, walks through the mechanics of Roth conversions, including when they tend to make the most sense, how to think about the timing, and what factors can affect whether converting now or waiting is the better move. Whether you are approaching retirement, already there, or simply looking for ways to reduce your future tax burden, this is a conversation worth having. Read the full article at the link below.

Converting traditional retirement accounts to Roth accounts can be an important strategy for reducing taxes and extending income in retirement.

06/22/2026

Making the right choices for claiming Social Security as a single woman, especially those who are divorced or widowed, can have a major effect on retirement planning. Wealth Advisor Constance C. Amstutz explains.

Learn appropriate strategies and choices for claiming Social Security as a single woman to maximize your retirement income.

06/17/2026

Especially for women in transition, divorce and bereavement are two of the most challenging events in life. Navigating the financial challenges can be scary, but financial planner Constance Amstutz offers guidance that can clarify the path forward.

Learn how thoughtful financial planning can provide clarity and stability during major life transitions, especially for women in transition.

06/16/2026

Emotional pressure during divorce is real, and it can lead to financial decisions that feel right in the moment but carry long-term consequences. Wanting it just to be over is completely understandable. But the choices made during this process will shape the next chapter of your life.

The goal at JFS Wealth Advisors is to bring balance and grounding to that process: to be part of your team, to help you think clearly, and to make sure you enter this new phase of life with decisions you feel confident about.

Watch the full webinar here: https://jfswa.com/webinar/navigating-divorce-a-financial-guide/

06/10/2026

Earlier this month, JFS Wealth Advisors' own Sean Gibbon, CPA/PFS, CFP®, CEPA®, led an interactive session at Enterprise Bank on preparing to buy or sell a business. Sean leads JFS's Business Growth and Transitions team and serves as president of the Pittsburgh Exit Planning Institute Chapter. He walked attendees through the full picture: how to value a company, the different types of buyers and sellers, financing options, common dealbreakers, and the steps that matter most in the deal process. The session was followed by a networking happy hour, and it was a valuable evening for business owners on both sides of a potential transaction. Stay tuned for future events from the JFS team.

06/08/2026

Last month, several members of the JFS Wealth Advisors team volunteered at the Animal Welfare League as part of a group volunteer day. The team tackled a full cleanout and reorganization of the storage room, and the Animal Welfare League was incredibly grateful for the help. It was a meaningful way to spend the day, and a good reminder of how much a few hours of effort can mean to an organization doing important work in our community. Thank you to Laura, Kristin, Amanda S., Erin B., Gina, and Steph for rolling up your sleeves and making it happen.

06/04/2026

Last month, 11 members of our JFS Wealth Advisors team celebrated their work anniversaries. We want to congratulate:

Sarah Amey, 15 years
Morgan Ramsey, 5 years
Allyson Kimble, 3 years
Kira Chambers, 4 years
Jen Johns, 4 years
Joe Millard, 4 years
Jackie Palm, 4 years
Ryan Santillo, 4 years
Austin Sambuco, 7 years
James Riley, 8 years
Erin Ballard, 18 years

Thank you for your continued hard work and dedication.

06/01/2026

A Qualified Domestic Relations Order is the legal document that allows retirement accounts to be divided in a divorce without triggering taxes or penalties. Without one, an agreement that includes retirement assets cannot be properly carried out. It is a small document with significant consequences, and getting it done correctly is not optional.

05/27/2026

We are growing and seeking a Tax Manager to join the JFS Wealth Advisors team.

This role is built for a tax professional who wants to work closely with high-net-worth clients and collaborate with financial advisors, trust professionals, and legal counsel on complex planning situations. You will prepare and review tax returns, provide strategic guidance, and help shape the tax practice at a firm that genuinely values integrated planning.

If you hold a CPA or Enrolled Agent designation and have five or more years of tax preparation and review experience, we would like to hear from you. Review the full position and apply at the link below. https://bit.ly/4d0XLHe