Top Wealth Manager Number 301 | Back to Top Wealth Managers
When the markets began to drop last year, Bob Jazwinski felt nervous clients deserved more than a throttled up schedule of educational meetings. “We began to stress-test financial plans, to show clients how they were positioned and what might happen in a worst-case scenario,” he explains.
JFS joined Focus Financial Network in 2007, an affiliation Jazwinski is confident will lead to growth as well as opportuni-ties for high-quality peer networking. “But my motivation was more about making a firm that stands the test of time for both clients and employees,” he says.
While most of JFS's 720 client relationships came from ex-isting clients and referrals from centers of influence, “primarily estate planning attorneys and accountants,” geography may also play a part. “In our limited market area, our emphasis on personal financial planning, our comprehensive financial plans, sets us apart. We’re in a very good position.”
2009 Top Wealth Managers Rankings by Average AUM Per Client (PDF)