Our clients are all financial delegators. They appreciate and are willing to follow our advice.
By delegating, our clients focus their valuable time and energy on those things in life that are most important to them.
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.
Our clients realize that achieving those goals requires both money and planning.
Our clients want to hear the truth regarding their financial situation, no matter what.
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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.
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