Individual RIA recognized for new Business Growth &
Transitions Client Service
HERMITAGE, Pa., July 16,
2024 /PRNewswire/ -- JFS Wealth Advisors is thrilled
to announce that they are named amongst only seven Finalists in the
Individual RIA Client Initiative category in the 2024
WealthManagement.com Industry Award known as the "Wealthies".
The Business Growth and Transitions team has been recognized for
building a new suite of services for business owners offering
business valuations, business growth strategies and implementation
planning to help drive long-term success; exit planning to assist
with smooth ownership transition; continued investment management
and estate planning to protect assets and legacy.
"It's a huge honor for our firm to be recognized by such a
prestigious industry awards program," said Louis V. Colella, CPA/PFS, CFP®, CEPA™, Managing
Director of the Business Growth and Transitions Team. "And a
testament to the hard work and dedication of our team to build this
client base and bring together a community of business owners and
professionals to impact the growing economic health of the local
areas."
Now in its tenth year, the WealthManagement.com Industry Awards
is the only awards program of its kind to honor outstanding
achievements by companies, organizations and individuals that
support financial advisor success. A panel of judges made up of
well-known names in the industry, led by WealthManagement.com
director of editorial strategy and operations David Armstrong, chose the finalists and will
determine the winners, which each year recognizes the firms and
individuals who are bringing new innovations to market that make a
real difference to the daily activities of financial advisors.
Winners will be announced at a gala and awards ceremony in
New York City on September 5th. No compensation was paid directly
or indirectly to obtain or market the Finalist award.
About JFS Wealth Advisors
JFS Wealth Advisors, a full-service firm with 9 locations, is
dedicated to helping financially successful individuals and
families live their dreams by providing integrated financial
planning and investment strategies for every stage of life. Honesty
and integrity are at the core of their professional philosophy, and
they believe in taking the time to get to know their clients'
goals, challenges, and vision for the future. See important
disclosures here: https://jfswa.com/important-disclosures/
Media Contact:
Rachel
Walters
PR Assistant
Beyond AUM
800 583 2315
380307@email4pr.com
https://beyondaum.com/
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SOURCE JFS Wealth Advisors