As we excitedly look forward to the year ahead, we remain deeply committed to empowering you to build a better life and providing the peace of mind you deserve.

Each quarter, we create an outlook that covers topics including general investment market conditions, financial planning considerations, and SJS news.

This fall, we had the pleasure of working with Isaac Saffold, an intern from Georgetown University. Isaac joined us through a meaningful connection — he was referred by the Georgetown football coach, as SJS Senior Advisor Andrew Schaetzke also played on the team. It’s a great example of how strong relationships open doors and create opportunities.

SJS Investment Services is proud to be #11 on CNBC’s 2025 Financial Advisor (FA) 100 list, an annual ranking of registered investment advisory (RIA) firms within the United States.[1]

SJS Investment Services has been recognized in the Forbes / SHOOK 2025 list of America’s Top RIA (Registered Investor Advisor) Firms.

Elizabeth began working at SJS in August 2025 as an Investment Analyst in the Chicago office, primarily supporting Tom Kelly, SJS’s Chief Investment Officer. Her responsibilities include investment research, portfolio analysis, performance monitoring, and client/advisor support.

SJS Investment Services has earned recognition in Financial Advisor Magazine’s 2025 Registered Investment Advisor (RIA) Ranking, an annual ranking of registered investment advisory firms in the United States.

We’re proud to share that Scott J. Savage, Founder and CEO of SJS Investment Services, has once again been recognized by the Forbes / SHOOK 2025 Best-In-State Wealth Advisors ranking.

We are thrilled to welcome our new Marketing Director, Rae Navarre, to the SJS team! Rae brings extensive experience in branding and strategic marketing to the firm.

Stepping into 2025, SJS is filled with gratitude and excitement as we celebrate our 30th year serving you, our valued clients.

SJS Investment Services has been recognized in CNBC’s 2024 FA 100 list, an annual ranking of registered investment advisory (RIA) firms within the USA.

SJS Investment Services has been recognized in the Forbes / SHOOK 2024 list of America’s Top RIA (Registered Investor Advisor) Firms.

We are proud to share our new office location in the historic River House building at 115 West Front Street, Perrysburg, OH 43551!

We would like to welcome Ryan Stoller to the SJS Team! Ryan serves SJS and our clients as an Associate Advisor.

We asked SJS interns Elizabeth Molique and Isabelle Szenderski to write a summary of what they did throughout the summer.

SJS Investment Services has been recognized in Financial Advisor Magazine’s 2024 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.

As I approach my 40th anniversary as a financial advisor, I can't help but look back on the road I've traveled.

We would like to welcome Robert Schaefer to the SJS Team! As an Advisor, Robby works with both individual and institutional clients.

SJS Investment Services Founder & CEO Scott J. Savage has been recognized in the Forbes / SHOOK 2024 Best-In-State Wealth Advisors in Ohio ranking, as part of a ranking of wealth advisors within the United States.

We would like to welcome Jeff Lewis to the SJS Team! Jeff is an Associate Advisor, working alongside Senior Advisors to serve our clients.