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

Are financial delegators

Our clients are all financial delegators. They appreciate and are willing to follow our advice. 

Focus on what’s important

By delegating, our clients focus their valuable time and energy on those things in life that are most important to them. 

Value our service and our work together

Our clients respect the value we provide, including the simplicity and freedom that comes from having a comprehensive financial plan executed under the watchful eye of a trusted advisor. 

Are passionate about achieving their goals

Our clients realize that achieving those goals requires both money and planning. 

Can handle and want the truth

Our clients want to hear the truth regarding their financial situation, no matter what. 

 © 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.


Receive my blog posts and market updates - for FREE

No obligation, just great content tailored to you, the busy lawyer.

Click to receive