Just Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$23,903,783
Clients
30
Advisors
1
of 1 employees
About
Just Wealth provides investment management and hourly financial planning to individuals and families, and also works with related entities such as small businesses, foundations, endowments, and charitable organizations. Investment management clients receive financial planning as part of the advisory relationship, and the firm also offers consulting engagements and educational workshops for organizations and their staff.
The firm’s investment approach is centered on socially responsible and ESG-informed strategies grounded in Modern Portfolio Theory, with a primary emphasis on passive implementation using index mutual funds and ETFs. Where appropriate, it engages sub-advisors to provide separate accounts and direct-indexing capabilities for customization and potential tax efficiency, and develops an investment policy statement tailored to each client’s values and risk tolerance.
Noteworthy aspects include the firm’s explicit work with charitable organization clients and the provision of seminars and workshops—services that are less common among independent advisers. The principal’s extensive involvement in financial planning education and in stewardship/advisory groups on social justice–oriented investing informs the firm’s emphasis on values-aligned investing and client education; the firm manages roughly $27.5 million for about 30 clients and relies on custodian statements rather than producing separate written investment reports.
Client services
Expertise
Demographic focus
Fee options
Up to $8,000 per engagement for workshops/consulting services
Up to $480 per hour, negotiable
Minimum fee: $7,000 annually for individuals, $10,000 annually for couples
Main office
82 Wendell Ave., Suite 100
Pittsfield MA 01201
Advisors at this office
1
Most active in
Louisiana · Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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