Business Solutions

Here for what you’ve built and what’s coming next.


Running a business means balancing vision with responsibility. Whether you're looking to retain top talent, transition ownership, or protect what you’ve worked hard to grow, we help bring structure and clarity to the big-picture financial decisions that shape your company’s future.

Our business strategies are designed to support your personal goals, protect what matters most, and work in sync with your other trusted advisors.

Double Leaf Collage featuring image of transition of keys and business woman making a phone call in office

Our Location


670 Main St
Sugar Notch, PA 18706

JAG Logo Reversed on White

PROTECT YOUR TODAY.
GROW YOUR TOMORROW.