DSJ Wealth Management LLC

Bob Jahelka is a partner at DSJ Wealth Management LLC and holds the PFS™ and Series 63 designations, with three years of experience in financial advising. He has been a partner at Demasco, Sena & Jahelka LLP, an accounting firm, since 1993, where he practices accounting and manages firm operations. DSJ Wealth Management provides financial planning, consulting, investment management, and retirement plan consulting services to individuals, trusts, corporations, and qualified employee benefit plans. The firm employs a combination of fundamental, technical, and cyclical analysis in its direct advising and primarily allocates client assets to independent third-party managers while conducting ongoing due diligence.

Stephen Jahelka is a CFA® charterholder with three years of industry experience. He is a principal at DSJ Wealth Management LLC, where he has worked since 2022. His prior experience includes roles at Demasco Sena & Jahelka and KPMG, as well as academic work at Harvard University. DSJ Wealth Management provides financial planning, consulting, investment management, and retirement plan consulting services to individuals, trusts, corporations, and qualified employee benefit plans. The firm employs a combination of fundamental, technical, and cyclical analysis and often allocates assets to independent third-party managers while overseeing due diligence and discretionary hiring decisions.