JFS Wealth Advisors

09/02/2026

Not every retention plan needs employee dollars to work. A SERP, one form of non-qualified deferred compensation, is funded entirely by the employer. That control is the appeal. You decide who participates, how much goes in, and what vesting schedule rewards people for staying. Some employers use it to build a set of golden handcuffs for the people they most want to keep. You can even run it like a profit-sharing arrangement for a select group, so those key people have a real reason to stay invested in the company's success. In this webinar, we get into how a SERP works and where it fits: https://jfswa.com/webinar/non-qualified-retirement-plans-business-owners/

08/31/2026

For successful executives, equity compensation, including vested company stock and stock options, is a cornerstone of wealth building. But understanding the risks involved is vital for building a secure financial future.

Learn how executive compensation planning can help you manage stock and stock option compensation without exposing your financial future to excessive risk.

08/25/2026

Values are easy to put on a wall. Living up to them is the harder part, and it's something we work at.

In this clip, our founder Bob Jazwinski talks through the four values that guide how JFS tries to work.

1. Pursue excellence, which means investing in our people and helping them keep learning.
2. Win through elite teams, because the work is better when no one carries it alone.
3. Create raving fans, which starts with something simple: being responsive, doing careful work, and being someone clients are glad to hear from.
4. And exude humble confidence, offering a clear point of view while staying honest about how much any of us can know about what's ahead.

Running through all of it is the fiduciary duty to put clients first, a responsibility we take seriously.

Watch Bob explain it in his own words below.

08/19/2026

JFS Wealth Advisors has been included in Financial Advisor magazine's 2026 RIA Survey and Ranking, the publication's annual look at registered investment advisers across the country.

We're proud to be counted among the independent RIAs featured this year, and grateful to the clients whose trust is behind that growth. Being recognized in a national ranking in the same year we mark our 40th anniversary makes it especially meaningful.

See the ranking: https://www.fa-mag.com/news/the-stars-are-aligned-87627.html?section=133

Disclosure: This ranking was produced by Financial Advisor magazine and published in 2026, based on firm data reported for its annual RIA survey, including assets under management. No compensation was paid to receive or market the ranking. A ranking is not indicative of future performance and does not guarantee any particular client outcome.

08/17/2026

Forty years ago, JFS Wealth Advisors was one person with a plan. In 1986, founder Robert C. Jazwinski, CPA/PFS, CFP®, set out to build a firm that could give people a better wealth management experience, back when personal financial planning was still a young idea.

Four decades later, that single-advisor practice has grown into a team of nearly 100 across nine locations, serving more than 2,000 clients around the country.

"JFS Wealth Advisors has stood the test of time," Bob said of the milestone. "In 1986, I had a dream and vision for a firm that could provide an improved experience for clients with wealth management needs. Forty years later, I believe that dream and vision are reality."

Thank you to the clients and team members who have been part of the story. Here's to the next chapter.

Read the announcement: https://www.morningstar.com/news/pr-newswire/20260701ph96043/jfs-wealth-advisors-announces-40th-anniversary-milestone

08/12/2026

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

Debra Meixell, 22 years
Barbara Glover, 21 years
Manish Upadhyay, 14 years
Michelle Wright, 13 years
Casie Merchant, 6 years
Becca Hionas, 3 years

Thank you for your continued hard work and dedication.

08/10/2026

We got the team together at Skytop to celebrate a milestone forty years in the making.

What started in 1986 as a single-advisor practice is now a firm of nearly 100 people across nine offices. Days like this are a chance to step back, mark how far we've come, and thank the people who got us here: our team and the clients who have trusted us along the way.

A few photos from the celebration are below. Here's to the next 40.

Read more about the milestone: https://jfswa.com/firm-news/wealth-management-firm-hermitage-pa-40th-anniversary/

08/05/2026

A quick gut check for business owners. If one of your people walked in tomorrow and handed you their two-week notice, whose departure would send your stress through the roof? Those are your mission, critical employees. The ones on which the company's success genuinely rests. In this webinar, we talk through why these are the people to think about first when you're weighing a non-qualified plan or another retention strategy: https://jfswa.com/webinar/non-qualified-retirement-plans-business-owners/

08/03/2026

The decision to keep the house after divorce can feel emotional, but it should be a financial one. The true cost of ownership goes well beyond the mortgage payment. Property taxes, insurance, maintenance, and the ability to qualify for a loan on a single income all factor in. Seeing the full picture before deciding can change everything.

07/27/2026

At some point, many women find themselves managing their finances on their own, whether after a divorce, the loss of a spouse, or another major life change. It can feel like a lot to carry, especially when someone else handled the money for years.

In her latest article, Constance Amstutz, CFP®, CDFA®, walks through what to focus on during these transitions. The questions you have every right to ask. Why your retirement plan may need to stretch further than you expect. And the practical steps that bring some order to a stretch of life that rarely feels orderly.

A clear, steady guide for a hard moment.

Read it here: https://jfswa.com/insights/financial-planning-after-divorce-loss/