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  • More
    • Home
    • About
    • Why juris wealth
    • Core principles
    • Investment Philosophy
    • The Team
    • Our Clients
    • Cost
    • White Paper
    • Other
      • Partners & Affiliations
      • Contact
      • Disclosure
  • Home
  • About
  • Why juris wealth
  • Core principles
  • Investment Philosophy
  • The Team
  • Our Clients
  • Cost
  • White Paper
  • Other
    • Partners & Affiliations
    • Contact
    • Disclosure


You're an expert, but not in this.

















OUR SERVICES

INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT

We manage all types of investment accounts and ensure that each (401ks, IRAs, brokerage accounts, etc.) are fully coordinated and invested consistent with your risk tolerance and goals.

ORGANIZATION

INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT

We help  you get your financial house in order.  If it impacts your life financially, we help make sure all of the important boxes are checked.

ONGOING COUNSEL

INVESTMENT MANAGEMENT

ONGOING COUNSEL

 If it impacts you financially, we’re there to help. Should you refinance?  Pay off that loan?  Keep your old condo and rent it out?  Let’s figure it out together. 

OBJECTIVITY

OBJECTIVITY

ONGOING COUNSEL

We provide independent insight, judgment and guidance to help you make the right decisions, and help you avoid emotionally driven ones. 

PROACTIVITY

OBJECTIVITY

PROACTIVITY

We work with you to anticipate life changes and to be financially prepared for them.  

EDUCATION

OBJECTIVITY

PROACTIVITY

We work hard to ensure you understand all the relevant aspects of the financial questions you face, enabling fully informed decisions.

OUR PROCESS

1. Do a full financial review and WORK TOGETHER TO BUILD A PLAN

1. Do a full financial review and WORK TOGETHER TO BUILD A PLAN

1. Do a full financial review and WORK TOGETHER TO BUILD A PLAN

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. IMPLEMENT THOUGHTFULLY AND COST-EFFICIENTLY

1. Do a full financial review and WORK TOGETHER TO BUILD A PLAN

1. Do a full financial review and WORK TOGETHER TO BUILD A PLAN

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. 

3. MONITOR, ADJUST AND ADVISE ON AN ONGOING BASIS

1. Do a full financial review and WORK TOGETHER TO BUILD A PLAN

3. 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. 

Contact Us

Tim@JurisWealth.com / (415) 990 1133

 © Copyright 2020 JurisWealth.com 

  

* Timothy Corriero (represented under the tradename “Juris Wealth”) is an Investment Advisor Representative of Gemmer Asset Management LLC (“GAM”), an investment adviser registered with the Securities and Exchange Commission that maintains its principal place of business located in Walnut Creek, California. See disclosures.   See Client Relationship Summary Form CRS.


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