As a wealth advisor, real estate investor, and business owner, Jules Joly’s expertise stems from firsthand experience navigating the landscape of wealth management for clients under similar circumstances. With BALLAST WEALTH MANAGEMENT, Jules, a Certified Plan Fiduciary Advisor, not only helps business owners manage their private wealth but is also able to assess and implement qualified retirement plans for their companies, no matter what structure is in place.
“Complex cases are my passion,” says Jules. “I enjoy the intricacies of organizing estates and investments into a cohesive financial plan that can reduce taxation and mitigate risk for my clients, their businesses, and their families.” Demystifying the process from start to finish, Jules sits down with clients to help them make informed decisions. Business owners looking for tax-focused financial planning can benefit from Jules’ six-step process, as well as devising a timeline for success to help clients work towards their unique financial goals.
Because many of her clients are busy with the everyday hustle of running a business, completely understanding the ins and outs of their investments can be a challenge. “I create purpose around their investing,” Jules explains. “To many clients, financial planning is a ‘black box.’ Deconstructing the process and watching clients move from confusion to confidence has been extraordinarily rewarding.”
For women business owners seeking guidance in understanding their investments, Ballast Wealth Management will hold a Ladies Lunch and Learn on May 8 at 12:30pm at Avvio in Cranston. Call to inquire, and take the first step toward owning knowledge about your financial situation.
174 Bellevue Avenue, Suite 210, Newport
401-601-7153
Jules is a Wealth Advisor offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
