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Saverio P

Series 63, Series 65

Cartersville, GA

JFS Wealth Advisors, LLC

Saverio Paglioni is a financial advisor at JFS Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Integer Wealth Advisors Group LLC and Deloitte Investment Advisors LLC. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Planning process combined with an Investment Committee using Modern Portfolio Theory to guide discretionary and non-discretionary portfolio management across a range of investment vehicles.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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