Beyond Wealth Management

We don’t go through life using only one side of our brain – neither should your wealth manager.

We’ve invested over a decade in developing Behavioral Wealth Management™ because we believe that financial decision-making and life decision-making must be integrated.

Traditional financial firms focus on numbers, not necessarily on helping you understand how your financial resources can help you make more confident life decisions. Our new discipline merges investment and wealth management with expertise in behavioral finance and behavioral science.

Our model is designed to help you make better personal and professional decisions, especially during stressful, expensive life challenges that affect your money, your wealth, and your quality of life.

Investment Management Wealth Management JOYN
Investment Strategies
Investment Management
Estate Planning
Retirement Strategy
Tax Planning Strategy
Life Event Specialists
(divorce, careers, retirement, children)
Decision Making Frameworks
Life Priorities Assessments
Cognitive Biases Prevention
Understanding Money Messages
Stress & Anxiety Tools
Investment Management Wealth Management JOYN
Investment Strategies Investment Strategies Investment Strategies
Investment Management Investment Management Investment Management
Estate Planning Estate Planning
Retirement Strategy Retirement Strategy
Tax Planning Strategy Tax Planning Strategy
Life Event Specialists
(divorce, careers, retirement, children)
Decision Making Frameworks
Life Priorities Assessments
Cognitive Biases Prevention
Understanding Money Messages
Stress & Anxiety Tools

Years of Research and Experience

We’ve been there. Whatever you’re going through, JOYN’s team has worked with clients through similar situations.

Over the past 20+ years, we’ve helped clients successfully navigate many stressful and complicated life events, from retirement planning to divorce, legacy planning to a parent’s dementia. We accomplish this through the integration of wealth and investment management with the science of human behavior.

Our team deals with these events on a regular basis, so we can help illuminate the unknowns and latest options that can cause anxiety for you and your family. We can also give you the context to understand your choices.

Along with our law and accounting partners, we often delve into:

  • FINANCIAL INSIGHTS related to taxes, investments, and financial planning specific to your situation.
  • DETAILS about the tradeoffs among your own competing priorities, goals, opportunities, and more.
  • PERSPECTIVE ON THE IMPACT your choice can have on you and your loved ones.
  • INNOVATIVE IDEAS that enable you to pursue your passions.

Remember, there’s never a perfect choice – there’s just the right choice for you based on your values, priorities, and wisdom. Our mission is to give you confidence in the decision you make – and we think considering meaningful and personalized options are the best way to do that.

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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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