Junto Wealth
Junto Wealth is an independent financial life planning firm. Our drive is to help you achieve the best possible life with the money you have, viewing money as a means to make a life, rather than using lives to make money. We work with successful individuals and their families who share the desire to build a healthy and collaborative relationship. As a financial friend, we engage our clients in Essential Services that are critical to success - Pro-Activity, Organization, Accountability, Education, and Friendship - and we operate across five Financial Pillars with technical expertise: Cash Flow, Tax & Debt, Risk Management, Portfolio Management, and Legacy Planning. Together, we help to achieve a rewarding life. Learn more at Investment Advisory products and services are being offered through Almanack Investment Partners, LLC an SEC registered investment advisor. For additional information about Almanack Investment Partners, LLC, please visit
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Verified contacts
9
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
2
tools in use
Monthly traffic
59
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- EY
Erich Yost
Lead Advisor · General Business & Management
EmailPhone - CP
Chand Pattela
Financial Controller · Finance & Accounting
EmailPhone - KA
Kim Angstadt
Client Service Associate · Customer/Client Service
EmailPhone - SP
Scott Pulsifer
Financial Life Planner, Managing Partner · Other
EmailPhone - SD
Stephanie Disabello
Director of Client Service · Customer/Client Service
EmailPhone
Showing 5 of 9 verified contacts
Top roles at Junto Wealth
7 distinct titles indexed · top 7 shown.
- 2lead advisor
- 1assistant
- 1client service associate
- 1director of client service
- 1financial controller
- 1financial life planner, managing partner
- 1wealth management intern
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