WELCOME to JUNTO WEALTH
(JOON ⋅ toh)
Our goal is to serve as a financial friend on life’s journey. We value your story, not just your numbers. See, we view money as a means to make a life, rather than using lives to make money. We want to help you achieve the best possible life with the money you have.
Our greatest satisfaction in life comes from helping others to fulfill their potential. Benjamin Franklin’s Junto serves as the inspiration for our design and spirit of collaboration.
In pursuit of a rewarding life, we all face a world of problems, we carry our own internal struggles, and we must navigate it all through a series of transitional life events. This impacts our ability to achieve our goals.
WHAT we DO
We engage in Essential Promises that are critical to success. We operate across the Financial Pillars with technical expertise.
Using Trusts to Minimize Taxes and Protect Your Legacy
Trusts make families wealthier and healthier, and now is the time to organize your financial matters - before favorable conditions change.
HOW we DO IT
We promote a tiered approach utilizing our Client Service SYSTEM, in tandem with digital and traditional methods, to ensure a valued client experience.
CLIENT SERVICE SYSTEM
We’ve intentionally designed our Client Service SYSTEM to Save You Stress, Time, Energy, and Money.
We value a digital experience plus the power of pen and paper. We’ll use both to ensure a modern and thoughtful client experience.
NOT SURE where TO START?
Let us help. Start by learning to understand and navigate common financial challenges with our bite-sized informational videos. They’re simple and straightforward with new ideas and suggestions. Sign up to be sure to get our new videos as they're released (about 2x/month).
Now’s the time to get started!