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Creating a Plan For

Financial Freedom 

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Achieving Success by

Working Together 

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How We Help 

Contact us today to find out how we can help with your financial needs.

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Why Us?

Professional Wealth Management Focused on You 

We are dedicated to professionally supporting, educating, and guiding each and every client.

JRS Wealth Management is proudly associated with a SEVEN-time Broker-Dealer of the Year.
Learn more about our partners.

 

 

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

 

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

 

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

This is what we do.
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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investment Services

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.

 

Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

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Our Team

Learn more about our amazing team of professionals.

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Jay Slouffman

President
JRS Wealth Management

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Jay Slouffman

Jay is the financial advisor and founder of JRS Wealth Management, which is affiliated with Prospera Financial Services, a seven-time winner of Investment Advisor Magazine’s Broker-Dealer of the Year Award.

Jay began his career in 2001 with Edward Jones, where he achieved the highest level of business within the organization. He is dedicated to helping individuals and families with comprehensive financial planning, estate planning, and investment management. 

Jay believes his clients deserve nothing less than exceptional service, which is why he prioritizes personalized attention and cutting-edge investment technology.  The success of each client is the top priority at JRS Wealth Management.

Jay, his wife Ashley, and their two children, reside in Cincinnati, OH. While away from the office, Jay enjoys spending time with his family, reading, playing basketball, golfing and volunteering in his community. 

Bio

Gretchen Casper

Director of Operations
JRS Wealth Management

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Gretchen Casper

Gretchen supports the firm by overseeing a variety of client services and operational needs. She is committed to the firm’s vision of providing the highest level of service to clients of JRS Wealth Management. Gretchen is an Ohio native and attended Youngstown State University. Her professional background in both the finance industry and retail management adds a wealth of knowledge and experience to the firm.

Outside of the office  Gretchen enjoys spending time with her husband, David, and cheering on their daughter on the volleyball court. She is an avid reader and enjoys discussing the writing styles of various authors with her fellow readers.   

Bio

Courtney Bove

Client Service Specialist
JRS Wealth Management

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Courtney Bove

Courtney works to build strong relationships with clients through asset transfers and all things administrative.  She oversees daily account maintenance and money movement alongside our team and clients.  Courtney has over 15 years of experience in client relations and is a notary public.  She attended Ohio University and is a native of Loveland, OH.

Courtney loves spending time with her 3 very active children.  When she is not busy being their chauffeur, she enjoys travel, exercise, and documentaries.  Courtney is also a self-professed foodie and a long-time suffering Bengals fan. 

Bio

Shana Centers

Senior Branch Manager
JRS Wealth Management

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Shana Centers

Shana has over 15 years of experience working in the financial industry. She upholds the firms vision by striving for perfection and efficiency when managing client requests, account openings, transfers, account maintenance and many other daily operations. Shana is committed to providing the clients of JRS Wealth Management the highest level of service and helping them reach their financial goals.

When away from the office, Shana enjoys spending quality time with her husband, Matt, and their 3 children. 

Bio

Roberto Martinez, CAMS

Director of Compliance
Prospera Financial Services, LLC

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Roberto Martinez, CAMS

Roberto has spent over 2 decades in the financial services industry. Beginning as a Financial Advisor at larger firms, he developed a keen sense of the needs and value of the advisor-client relationship. After transitioning into more compliance-focused roles, he is famous for his ability to achieve business objectives across channels by offering information and expertise from both an advisor’s and a compliance professional’s perspective.  Roberto’s primary role is overseeing the Surveillance and Supervision teams.  He is a graduate of Tufts University.  

Bio

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (513) 701-9069
Fax: (513) 701-9377
Toll Free: (833) 671-1844

Email: jay@jrswealthmgt.com

5770 Gateway Boulevard, Suite 101, Mason, OH 45040

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  • Legal, privacy, copyright and trademark information

Securities and Advisory Services Offered through Prospera Financial Services, Member FINRA/SIPC.

To view the Firm’s CRS

The information contained on this website is for general use, and while we believe all information to be reliable and accurate, it is important to remember individual situations may be entirely different. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us or the purchase or sale of any securities.

Investment Advisor magazine, 2018, 2015, 2014, 2012, 2010, 2009, Division I. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing rep-advisors cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year.

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