Jeffrey Shuster, CFP

For more than four decades at the same firm, Jeffrey has used his process to create customized solutions to assist his private clients to reach their goals. Working with a family's existing CPAs and/or attorneys, an independent team approach is established to create a comfort level with the common understanding to address each client's needs and sensitive concerns. Jeffrey appreciates that each client has their own unique set of needs, family circumstances, financial objectives and tolerances to risk. Therefore, each portfolio is structured and designed to assist clients in understanding "the hows" and "the whys" of their portfolio construction. Any questions are answered, and thoroughly discussed in advance, prior to implementation. Trust and integrity are the foundations of Jeffrey's practice. His emphasis is to build long-term relationships with his clients. Jeffrey's goal is to discuss each individual's risk tolerance and build rapport with his clients' other family advisors to bring a 360 degree view of their financial situation. Jeffrey's greatest joy is working with 2 or 3 generations within the same family to help manage and transition their wealth. Jeffrey holds a Bachelor's degree in finance from Long Island University. Working along side Jeffrey is his assistant Lorraine Brady. Lorraine is a Senior Registered Client Associate, and has been with Wells Fargo Advisors for over 20 years. Lorraine's experience and system knowledge will result in a highly personalized client centric service experience within all areas of client operational needs.