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Your Goals, Our Strategies

<b>&#160;About Us</b>

 About Us

We create strategies that are tailored to your needs and goals.

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<strong>Our Mission</strong>

Our Mission

Years of experience have prepared us to guide you through life's transitions.

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<strong>Our Services</strong>

Our Services

Trust. Honesty. Integrity. We believe values matter, and we live by ours.

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<strong>Our Process</strong>

Our Process

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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<b>Why You Need Advice</b>

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.

<b>In Partnership</b>

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 potential. 

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.

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<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

Jim  Stark

Jim Stark, CFP®, CIMA®

President, Managing Partner

(520) 577-9500

(520) 577-9522

Liz  Cracchiolo

Liz Cracchiolo

Investment Advisor Representative

(520) 577-9500

(520) 577-9522

Tim Lewis

Tim Lewis

Investment Advisor Representative

(520) 577-9500

(520) 577-9522

April  Lee

April Lee

Senior Administrative Associate

(520) 577-9500

(520) 577-9522

Michelle Okpisz

Michelle Okpisz

Administrative Associate

(520) 577-9500

(520) 577-9522

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