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Seal Beach, California

Fee-Only Fiduciary Wealth Management

Clear, coordinated financial planning for individuals, families, retirees, and small business owners across Orange County and Long Beach.
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Registered Investment Advisor
Who We Help

Built for you.

We work with pre-retirees and retirees planning their income, families coordinating tax and estate decisions, small business owners, and trusts & professional fiduciaries — people who want transparent advice from an advisor who is paid only by them.
Wealth Management
Why Choose Us

Let's plan your financial path

Our process starts with listening. We learn what matters to you, build a plan that coordinates your investments, taxes, estate, and insurance, then meet with you regularly to keep it on track as life changes — for clients throughout Seal Beach, Long Beach, and Orange County.

Independent

Advice based solely on your goals — we answer to no bank, broker, or product line.

Fiduciary

Legally bound to put your interests first — at all times, not just when convenient.

Comprehensive

Investments, taxes, estate, and insurance — coordinated in one plan.

Fee-only

We're paid only by you. No commissions, no product sales, ever.
About Us
FAQ
About Us

Client-First Philosophy

Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.

Led by Jeffrey S. Tilson, JST has served families in Seal Beach and surrounding Orange County communities since 2004.

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Partners

Our strategic alliances.