Financial planning for a just economy.

Just Wealth

Looking for financial planning aligned with your values?

At Just Wealth, we help clients achieve financial goals while investing and redistributing for a more just future.

ABOUT US

Planning for your financial needs and a new economy.

Financial planning

Your goals are our guide. Financial planning includes clarifying your goals, reviewing cash flow, debt, insurance policies, investment accounts, estate planning documents, and developing a plan to create foundation that you can update and adapt as your life and vision changes.

Life planning

We can help you establish, manage, and distribute Donor Advised Funds (DAFs) and other charitable accounts. We collaborate with philanthropic advisors and giving coaches who can support you in creating giving plans. We consult with tax professionals to ensure that your giving plan aligns with your overall tax strategy.

Investment management

Just Wealth uses research-based investment management strategies to align your assets with your financial goals for the short, medium, and long-term. We focus on low-cost investments with geographic and asset-class diversification within taxable brokerage, retirement, and trust accounts.

Redistribution planning

Our financial planning meetings extend beyond numbers. We help clients combine finances with a partner, take next steps in their education or careers, and evaluate relocation or home buying. We collaborate with career coaches and other specialists who can help you clarify your goals for yourself, family, and community.