Background & History
Our team of financial advisors and support staff are thrilled to serve our clients with a fiduciary mandate and to provide a level of advice and service second to none. We implement effective long-term strategies aligned with clients’ goals and personal values, and invest with responsibility for not only reasonable returns but to make a positive impact on our environment and society. We’ve been at it for over 25 years, and these core values won’t change.
Partnering with Commonwealth Financial Network®, one of the preeminent independent broker/dealers in the United States, ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.
“We are so excited to introduce you to our unique financial planning practice, which has at its core the responsibility to put the interests of our clients first. This duty to our clients includes addressing the risks that environmental, social and corporate governance factors have on our clients’ ability to attain their hard sought after financial and personal goals.”
~ Jeffrey Scales
JSA in the Community
Proud sponsor of the following organizations:
• Bard College Center for Environmental Policy
• Ferncliff Forest Turkey Trot
• Interact / Nicaragua Project
• Planned Parenthood
• Rotary International
• Rondout Valley Grower’s Association
• Sustainable Hudson Valley
• The Children’s Home of Poughkeepsie
• Woodstock Farm Festival