Commitment to Clients

FIDUCIARY STANDARD

As a Fiduciary* we are held at the highest ethical standards to always act in your best interest. We view it is an honor to serve our clients with the highest level of integrity, and it is a responsibility that we don’t take lightly. Simply put, we strive to be our client’s trusted advisor.

SAME DAY CALL BACK SERVICE

At JSW Advisory Group we understand the importance of being accessible to our clients, and if we are unable to answer when you call we are committed to returning all phone calls and emails in a timely manner within that same day.

COMMUNICATION COMMITMENT

Within our affluent client segment, we make it a priority to have regular communication with you and your family. Typically, you should expect to some form of communication from JSW Advisory Group on a quarterly basis, as well  as an annual face to face financial review.

TIMELY MARKET UPDATES AND MARKET OUTLOOK

Through our alignment with LPL Financial we have access to the all- encompassing research team of one of the largest brokerage firms in the United States. We believe it is very important to keep our clients informed about current market conditions, political landscape, possible roadblocks, and areas of opportunity.

THE VALUE OF THE “TEAM” APPROACH

As a client of JSW Advisory Group you have our entire team with a combined 92 years of experience working together to best serve your needs. Our advisors have the experience and the knowledge required to help guide clients  through any financial situation that may arise.

TRANSPARENCY

The key to trust in every client relationship is transparency. We will always disclose any fees that will be incurred for our Services. JSW Advisory Group offers both Fee Based Advisory services and Traditional Brokerage to our clients, which ensures we can utilize the platform that is most appropriate for our client’s needs.

*In Advisory relationships