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About Us

Our Mission

Our Services

Our Process

Why You Need Advice

Historically Market Returns Consistently Outperform Investor Returns.

Why do you need advice? History shows us that investors consistently underperform markets due to emotion. Fear and exuberance are what many times fuel investor behavior. We are here to keep you on track, and to help you remain true to the plan we formulated together to help you pursue your goals. 

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In Partnership

We take the same approach in planning our future as we do with our clients financial future; detailed, methodical, and testing the plan against the “unknown” to offer greater long-term security.

JRS Wealth Management is aligned with Wilde Wealth Management Group which gives us a team of resources and support. That translates to even better, long term service for our clients well into the future. 

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The JRS Wealth Management Team

Jim  Stark

Jim Stark, CFP®, CIMA®

President, Managing Partner

Liz  Cracchiolo

Liz Cracchiolo

Investment Advisor Representative

April  Lee

April Lee

Senior Administrative Associate

Michelle Okpisz

Michelle Okpisz

Administrative Associate

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