Junto Wealth

12/09/2025

Update on Former Employee's Social Media Comments
Date: September 11, 2025

We are aware of recent comments made by a former Junto Wealth employee regarding Charlie Kirk's death. After a prompt and complete investigation, the employee in question has been terminated. This decisive action aligns with our commitment to upholding our values and ensuring a respectful environment. We send our condolences to Charlie Kirk's family and friends and anyone impacted by these events or distressing comments.

Thank you for your trust in Junto Wealth.

11/11/2021

Do you have a hard time understanding your investment allocation? 📁 📊

In this video we provide a solution for confusing investment portfolio descriptions.

20/10/2021

What kind of investor are you? 🤔 📈

Check out our new video where we introduce you to the 9 different investor personalities in order for you to begin to understand what kind of advisor you need and how you can get a better return on life!

13/10/2021

What is to come with taxes on the wealthy in the upcoming months?

In this video we give you a quick glimpse into what is coming based on the history of taxes in the US and what we think you should expect.

Check out our video "Taxing the Rich" to learn more!

01/10/2021

Hi everyone! 👋 Here’s a quick intro to our new video library - follow for more clips, and click the link below to connect on other platforms!

https://linktr.ee/juntoproductions

16/12/2020

We just put out a news release announcing our new resources designed to help families and individuals understand and navigate common financial challenges - read more now!

PHILADELPHIA, PA / AGILITYPR.NEWS / December 16, 2020 / Independent Advisory Firm Provides Resources to Help Individuals Understand and Navigate Financial Challenges Junto Wealth, an independent finan...

03/12/2020

Trusts make families wealthier and healthier, and now is the time to organize your financial matters - before favorable conditions change. Read this new Special Report from Junto Wealth on 'Using Trusts to Minimize Taxes and Protect Your Legacy' - available to download now!

It is important to install protective measures and foster a positive, growing environment for your family’s wealth. We believe trusts make families wealthier and healthier, by design. Now is the time to organize your financial matters, before favorable conditions and policies change.   Watch the ...

30/10/2020

Discover tips on how to avoid overspending in this recent educational video from Junto Wealth, as Scott Pulsifer, CFA, CFP® discusses how overspending and spiraling consumption can be the equivalent of financial quicksand. Watch now!

Learn how to avoid overspending and spiraling consumption - the equivalent of financial quicksand - by using tools that can help you frame thinking to come up with better decisions.

25/09/2020

Check out this recent educational video from Junto Wealth, as Scott Pulsifer, CFA, CFP® discusses the concept of balance in your investment portfolio. Don't assume 60/40 is right for you!

Learn about the concept of balancing risk in your investment portfolio, including how taking into account the risk weight of stocks and bonds can change the view of how balanced your portfolio actually is.

03/09/2020

Is your portfolio actually balanced? The latest videos in our educational series speak about balancing portfolios through risk weights and investment types... in other words, how we at Junto Wealth ultimately think of . Watch now!

Watch the latest videos in the Junto Wealth video library for insights on financial life planning, tax strategies, charitable giving, risk management, portfolio management, legacy planning and more!