JS Wealth Investment Group

Overview

JS Wealth Investment Group is a small, independent registered investment adviser structured as a sole proprietorship and owned by an individual. The firm focuses on individual and family clients, providing financial planning and portfolio management services for individuals and small businesses. Its fee model combines a percentage-of-assets under management charge with hourly billing for planning or advisory work. JS Wealth does not position itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives