Behavioral Wealth Management™

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Traditionally, wealth management firms have focused on numbers: how much you’ll need and when you’ll need it. And while that’s important, that approach ignores two key truths: we don’t live our lives by numbers, and money by itself doesn’t make us happy.

At JOYN, we take a more comprehensive approach.

JOYN’s Behavioral Wealth Management™ Model integrates wealth management and investment advice with the science of human behavior. We’ve pioneered this new discipline of Behavioral Wealth Management™ because we believe you can grow your wealth and your worth, and use both to create an extraordinary life.

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Wealth Management

With over two decades of experience, combined with the science of human behavior, our Behavioral Wealth team helps our clients determine their life priorities and build a holistic and individualized plan to help them achieve a life they envision.

Investment Management

When it comes to investment management, we’ve built a disciplined approach to the tried-and-true. Yet our investing philosophy is a product of our team’s innovation, application of behavioral science and behavioral finance, and passion for the human factor.

Science of Human Behavior

At JOYN, we help enhance your decision-making by first getting you centered and confident. We focus on your personal and charitable goals (among others) and work to balance what’s most important to you and your loved ones. Because better decisions lead to a better life.

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Financial Benefits of Behavioral Advising

Better Advice. Better Decisions. Better Life.

There are significant financial benefits focusing on your behavior and making better decisions. Vanguard research and other academic studies have concluded that behavioral advising can add 1% to 2% in net return. (Source: Vanguard, 2016

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