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.
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.
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.
We provide independent insight, judgment and guidance to help you make the right decisions, and help you avoid emotionally driven ones.
We work with you to anticipate life changes and to be financially prepared for them.
We work hard to ensure you understand all the relevant aspects of the financial questions you face, enabling fully informed decisions.
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.
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.
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.
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* 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.