It's not a financial plan....
It's a FREEDOM plan
Work because you want to, not because you have to
Why work with us?
INVESTMENT MANAGEMENT
We manage all types of investment accounts—including 401(k)s, IRAs, brokerage accounts—and ensure they are fully coordinated and invested in alignment with your risk tolerance and financial goals.
ORGANIZATION
We help you get your financial house in order. If it affects your financial life, we’ll make sure all the important boxes are checked.
ONGOING COUNSEL
If it impacts you financially, we’re here to help. Should you refinance? Pay off that loan? Keep your old condo and rent it out? Let’s figure it out together.
OBJECTIVITY
We offer independent insight, judgment, and guidance to help you make sound decisions, while steering you away from emotionally driven choices.
PROACTIVITY
We work with you to anticipate life changes and ensure you’re financially prepared for them.
EDUCATION
We work hard to ensure you understand all the relevant aspects of the financial questions you face, enabling fully informed decisions.
What we provide
our clients
INVESTMENT MANAGEMENT
We manage all types of investment accounts—including 401(k)s, IRAs, brokerage accounts—and ensure they are fully coordinated and invested in alignment with your risk tolerance and financial goals.
ORGANIZATION
We help you get your financial house in order. If it affects your financial life, we’ll make sure all the important boxes are checked.
ONGOING COUNSEL
If it impacts you financially, we’re here to help. Should you refinance? Pay off that loan? Keep your old condo and rent it out? Let’s figure it out together.
OBJECTIVITY
We offer independent insight, judgment, and guidance to help you make sound decisions, while steering you away from emotionally driven choices.
PROACTIVITY
We work with you to anticipate life changes and ensure you’re financially prepared for them.
EDUCATION
We work hard to ensure you understand all the relevant aspects of the financial questions you face, enabling fully informed decisions.
What we provide
our clients
OUR PROCESS
1. A “head-to-toe” financial review
We jointly review all aspects of your financial life, including identifying your goals and your risk tolerance. We then develop a plan designed to most effectively manage your money and achieve your goals.
2. Develop a plan
Informed by the financial review, we draft a plan that addresses all the topics uncovered in the “head-to-toe” review. The most important component is how to plan for retirement, but we also address other topics including insurance, taxes, saving for college education, and more.
3. Implement thoughtfully and cost-efficiently
We help implement all aspects of your plan, including investing and managing your assets in a thoughtful, diversified, low-cost, tax-efficient, and fully coordinated manner.
4. Monitor, adjust and advise on an ongoing basis
We monitor your investments on an ongoing basis, rebalancing and tax harvesting as needed. We are there as your life evolves, to advise and ensure that your investments and plan match your changing needs.
OUR PROCESS
1. A “head to toe” financial review
I started Juris Wealth several years ago as a result of spending so much time informally helping friends and family with all aspects of their financial lives that I realized there was a real need for this service. While I am an attorney by training (Harvard Law, '97), I have spent my career in the areas of investment and finance, including as an investment banker with Goldman, Sachs & Co., and as a co-founder of a series of specialized private equity funds with over $1 billion in assets under management.
2. Develop a plan
Informed by the financial review, we draft a plan that addresses all the topics uncovered in the “head-to-toe” review. The most important component is how to plan for retirement, but we also address other topics including insurance, taxes, saving for college education, and more.
3. Implement thoughtfully and cost-efficiently
We help implement all aspects of your plan, including investing and managing your assets in a thoughtful, diversified, low-cost, tax-efficient and fully coordinated manner.
4. Monitor, adjust and advise on an ongoing basis
We monitor your investments on an ongoing basis, rebalancing and tax harvesting as needed. And we are there as your life evolves, to advise and ensure that your investments and plan match your changing needs.