JSW Financial | Services

Expertise, service and value for our clients

Our clients rely on and trust JSW to design customized financial strategies to meet their challenges and support their dreams.

Through a national network of experts, we integrate investment and tax efficiency with value-adding strategies to create cash flow in retirement; transfer estates; planned giving; manage risk and maximize insurance options. We currently serve the New River Valley, Roanoke Valley, Blacksburg, and clients in other parts of the nation, including Ohio and Florida.

Our services focus on providing guidance rather than promoting financial products. JSW clients can be assured in knowing that our goals are aligned with their goals and that serving their best interest always comes first. After all, our compensation is directly affected by our clients’ success.

  • Investment strategies
  • Estate planning
  • Retirement planning
  • Charitable planning
  • Risk management & insurance planning
  • Cash flow and tax management

Our Commitments

What distinguishes the JSW experience is our ability to listen to you and accurately identify your opportunities. Our team approach is based on a passion - to help you understand your options and take action with our expertise to implement strategies that can achieve your financial and life goals.

Commitment to Strategic Investing: JSW offers a diverse investing philosophy that includes alternative investment strategies. The integration of these strategies, where appropriate in a portfolio, is designed to minimize overall risk and stabilize overall return. In a volatile market, these strategies can be especially helpful.

Commitment to Service: JSW offers a national and local network of partners to fully meet the financial and estate needs of clients. Today, it is impractical and impossible to be an expert in all fields of finance. JSW specializes in financial planning, estate planning and wealth management and uses carefully researched experts in other fields (business transfers, collections, insurance solvency, corporate finance) to provide customized and complete service. Client-centered service is the core element of the firm’s success.

Commitment to Education and Research: JSW advisors continually research strategies to keep up with a constantly changing marketplace. JSW encourages clients to be well-informed, offering informational workshops throughout the year in addition to individual client meetings and other information.

JSW Financial is located in Blacksburg, VA just 30 minutes from Roanoke. We currently serve the New River Valley, Roanoke Valley, Blacksburg, and clients in other parts of the nation, including Ohio and Florida.