Our Philosophy

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.

As a firm, our focus is to understand your goals and develop a plan to help you reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.

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Get in Touch

Need some personalized advice?

We're here to help. Get in touch with us and we'll happily guide you in the right direction.

Securities offered through J.W. Cole Financial, Inc. (JWC) MEMBER FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Craig Jeffries Wealth Management Group, LLC. and JWC/JWCA are unaffiliated entities.

Registered Representatives may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and esrvices mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.

Specific recommendations are based on the review of the client's individual portfolio. Prior performance is no guarantee of future results. 

S. Craig Serinsky, Jeffrey S. Emmeluth, Craig Jeffries Wealth Management Group, and JWC/JWCA do not provide tax or legal advice. Please consult a tax or legal professional to discuss your personal tax and/or legal matters.

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