Helping Individuals and Families Achieve Their Financial Goals

As an investor, you want smart portfolio management and sound financial advice so you can retire comfortably, plan for major life events, and spend wisely in retirement. The challenge is finding a trustworthy financial partner who is passionate about serving individual investors and will prioritize your needs. Luckily, you’ve come to the right place.

“Many of the firms we compete with are marketing-driven. We are not. We are investment-driven, focused exclusively on creating great outcomes for our clients.”

At JSA, we’ll treat your investments as if they were our own. In fact, we make it a practice to invest in the same companies we recommend to you. We’re here to help put you on the right path to a successful future with thoughtful financial planning and investing – all tailored to your needs. Your personal goals and challenges always remain top of mind so we can give you individualized service that helps set you up for success.

Here are a few examples of the goals we can help you achieve: