Thank you for your interest in our services.
We will look over your message and get back to you shortly.
In the meantime, we invite you to read some of our recent blogs
Esther Robinson joined SJS Investment Services as a Client Services Associate in June 2026, following her time supporting the Scottsdale office as an intern.
SJS Investment Services creates a weekly market update to summarize performance characteristics for major stock and bond indices.
At SJS Investment Services, we believe financial literacy is about more than understanding money - it’s about giving people the knowledge and confidence to make informed decisions about their futures.
Benjamin Franklin famously said, “In this world, nothing is certain except death and taxes.”[1]
At SJS, we accept his premise about death. But when it comes to taxes, thoughtful planning can influence both how much you pay and when you pay it.
Recently, our SJS Book Club sat down to discuss behavioral finance and insights from Morgan Housel’s The Psychology of Money. While I had read this book before, many of the twenty money lessons Housel shares are timeless.
SJS Investment Services has earned recognition in Financial Advisor’s 2026 Registered Investment Advisor (RIA) Ranking, an annual list of registered investment advisory firms across the United States.
On July 4, 2026, a new tax-advantaged investment account was officially launched by the US government: 530A accounts, also known as Trump accounts.
Each quarter, we create an outlook that covers topics including general investment market conditions, financial planning considerations, and SJS news.
With America celebrating 250 years of independence, it feels like an appropriate time to reflect on the value of independence in our own industry and why we believe it still matters to clients today.
Elizabeth joined the SJS team in 2026 as a Client Services Associate. She assists with client onboarding, account maintenance, and ongoing service requests, partnering closely with the advisory team to support day-to-day operations and help ensure a seamless client experience.