Client Centered
Our business is built on a foundation of thoughtful client relationships.
Why You Need Advice
Historically Market Returns Consistently Outperform Investor Returns.
Why do you need advice? History shows us that investors consistently underperform markets due to emotion. Fear and exuberance are what many times fuel investor behavior. We are here to keep you on track, and to help you remain true to the plan we formulated together to help you pursue your goals.
In Partnership
We take the same approach in planning our future as we do with our clients financial future; detailed, methodical, and testing the plan against the “unknown” to offer greater long-term security.
JRS Wealth Management is aligned with Wilde Wealth Management Group which gives us a team of resources and support. That translates to even better, long term service for our clients well into the future.
The JRS Wealth Management Team
Jim Stark, CFP®, CIMA®
President, Managing Partner
Liz Cracchiolo
Investment Advisor Representative
Tim Lewis
Investment Advisor Representative
April Lee
Senior Administrative Associate
Michelle Okpisz
Administrative Associate