WHERE WEALTH MANAGEMENT meets financial therapy
BRESCOR WEALTH
A wealth advisory firm unlike any other
OUR business is YOUR Financial Wellness!
About Us
BRESCOR WEALTH is an independent RIA that provides financial therapy and traditional wealth management for individuals, couples, and families.
We promote financial wellness by blending therapy-informed coaching, planning, and investing. Money beliefs, worries, and experiences inform our financial behavior, so we start there FIRST.
Money doesn't have to be source of tension. Replace your conflict, confusion, and stress with clarity, alignment, and confidence!
OUR SERVICES
FINANCIAL THERAPY and COACHING for those struggling with spending, debt, or other personal finance challenges
FINANCIAL PLANNING and INVESTMENT MANAGEMENT for working professionals and retirees
We seek to democratize access to wealth management, providing exceptional value to every client regardless
of their financial status.
NO MINIMUM AUM REQUIRED!
WHAT MAKES US DIFFERENT
Most advisors talk about numbers.
Most therapists talk about feelings.
We talk about BOTH.
Too often, numbers and feelings are at odds with each other.
Too often, one wins out and the other is completely ignored.
We believe that both matter and should coexist. You can live a life grounded in financially reality and still be authenticate to your emotions, values, spending interests, and money personality.
As both a financial therapist and advisor, we help our clients:
• Reduce money conflict and anxiety
• Resolve long-standing financial patterns or stuck points
• Align spending with values
• Build long-term wealth systems
• Improve communication between partners and stakeholders
• Reduce financial chaos and increase FINANCIAL STABILITY
• Make confident investing, saving, and retirement decisions
• Build toward FINANCIAL FREEDOM
Our approach blends research-backed, therapeutic tools with evidence-based financial planning and investing strategies.
WHO WE SERVE
Couples Seeking Financial Harmony
We strengthen communication, reduce conflict, and craft a shared financial vision for couples who feel "stuck"
Individuals Seeking Financial Clarity
We create processes, systems, and accountability for busy professionals, impulsive decisionmakers, and those with ADHD
Physicians & Other Healthcare Professionals Seeking Financial Structure
We address the tax situations, burnout risk, and high-income lifestyle pressures facing those in career transition
Our mission is to guide you to better financial wellness through greater financial stability and freedom.
Because you deserve a financial life that aligns with you!
SERVICES
Financial Therapy and Coaching
Financial Planning & Investment Management
Financial Planning & Investment Management
Structured conversations guided by our Certified Financial Therapist™
We explore your money stresses, beliefs, and biases. We also investigate money trauma you've experienced, the dysfunctional or problematic financial relationships holding you back, and your behavioral patterns.
12-Week Financial Wellness Reboot
A transformative program that rebuilds your relationship with money
$3,000 per individual/couple
You'll learn from the tools we use:
OARS/Motivational Interviewing
Money Story and Money Script work
Gottman communication techniques
Values-based planning
Upon successful completion of the 12-Week Financial Wellness Reboot program, we offer ongoing financial therapy and coaching support:
3 Monthly Subscription Options
Starting as low as $250/month!
You can also "graduate" to our Financial Planning & Investment Management offering. Or you can enroll in both!
Financial Planning & Investment Management
Financial Planning & Investment Management
Financial Planning & Investment Management
Personalized strategies tailored by our CERTIFIED FINANCIAL PLANNER® and Retirement Income Certified Professional®
We unite Financial Planning and Investment Management into a single, transparent, easy-to-understand offering!
We provide a wide range of financial planning services including:
Budgeting · Investment Advisory · Retirement Planning · Tax Planning · Estate Planning · Debt Management · Risk & Insurance Planning · Financial Coupling & Decoupling Strategy · Education Planning · Employee Benefits Review
Unlike most financial planners, we focus heavily on your
NON-INVESTMENT risks because we believe our most important responsibility is to protect you from catastrophic loss.
We also provide disciplined, evidence-based investment management supported by a personalized Investment Policy Statement, designed to help you preserve wealth, generate income, and grow capital over time.
AUM-Based Pricing
Starting at 0.9% and tiering down to 0.6%
Minimum Annual Fee of $5K
OUR FOUNDER AND CEO - joel m. roberts
Experienced Wealth Manager
20 years of wealth management experience
Held high-level roles at a RIA and a family office
CERTIFIED FINANCIAL PLANNER® (CFP®)
Retirement Income Certified Professional® (RICP®)
Certified Financial Therapist™ (CFT™)
Master of Business Administration (MBA)
Proud Father, Husband, and Bay Stater
6+ years as a
child juggler and short-order cook
2K+ diaper changes and
100's of sleep hours lost
Married to a Boston Children's Hospital pediatric neurologist
40+ years lived in Massachusetts
Boston University and Brandeis University alumnus
A Little Bit of This, and a Little Bit of That
Dark Roast Afficionado
Self-taught Guitarist
Cancer Survivor
Self-published Novelist
Amateur Gardener
Adoring Dog Owner
Our Partners and Associations
