JFS Wealth Advisors Expands with Acquisition of Integer Wealth
HERMITAGE, Pa. – JFS Wealth Advisors, an independent wealth management firm with offices across Pennsylvania and in Naples, Fla., is merging with Integer Wealth Advisors Group. The move will expand the firm’s East Coast footprint.
Integer, which has offices in greater Philadelphia and Atlanta, will become part of JFS, effective July 1. Founded in 2005 by Tom Foglia and Sam Paglioni, Integer offers financial planning, investment advisory, and tax preparation services to high-net worth individuals and families.
Integer’s decision to join JFS was driven by its founders’ desire for a viable succession plan and identifying the right cultural fit to expand its client service capabilities.
“We look forward to welcoming the Integer team to JFS,” said Bob Jazwinski, president, founder and managing partner of JFS, in a statement. “Their solutions-based client service philosophy closely aligns with ours and they will add additional breadth and expertise, especially in financial and tax planning. We could not imagine a better strategic and cultural fit to expand our brand and offering, and we are very pleased that Tom and Sam will be joining our leadership team.”
JFS will grow to 75 employees with the merger and expand its footprint and capabilities in the Philadelphia region and in the Southeast. Integer adds $310 million in assets under management to JFS, which currently has approximately $3 billion in assets under management.
“We are very excited to be joining JFS, a firm that shares our commitment to safeguarding and guiding the financial well-being of our clients. This allows us to continue providing our clients with top-tier service and investment expertise, while also creating an ideal succession plan for our firm,” said Paglioni, managing director of Integer in Atlanta.
“Our team will be able to leverage JFS’ service platform and expertise to further enhance the experience for our clients,” said Foglia, managing director of Integer in Philadelphia.
JFS Wealth Advisors LLC is an independently managed fee-based financial advisory firm headquartered in Hermitage. Tracing its origins to 1986, JFS helps individuals, businesses and institutions with customized, solution-based financial planning. The firm’s services include investment management, financial planning, tax planning, insurance review, and estate and legacy planning, among others.
Copyright 2021 The Business Journal, Youngstown, Ohio.