About Us
BRESCOR WEALTH is an independent advisory firm that provides financial therapy for individuals, couples, and families.
We promote financial wellness by blending therapy-informed coaching, financial planning, and investment advisory.
We seek to democratize access to financial advice, providing exceptional value to every client regardless
of their financial status.
We charge FLAT FEES for all services!
Money doesn't have to be a source of tension. Replace your conflict, confusion, and stress with clarity, alignment, and confidence!
WHAT MAKES US DIFFERENT
Most financial advisors talk about numbers.
Most mental health 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 an advisor and a therapist, 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 working professionals, impulsive decisionmakers, and those with ADHD
Busy Professionals Seeking Financial Structure
We address the tax situations, lifestyle pressures, and long-term planning needs for those facing career or family transitions
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
Structured conversations guided by our
Certified Financial Therapist™ and Certified Financial Professional®
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.
Money Repair & Reboot™
A transformative, 12-week financial therapy program designed
to rebuild 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
Upon completion of Money Repair & Reboot™, we offer ongoing financial therapy and coaching support:
3 Monthly Subscription Options
Starting as low as $250/month!*
*We do not accept health insurance for our financial therapy services.
OUR TEAM
JOEL M. ROBERTS, Founder & CEO
Veteran Wealth Advisor
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 and Bay Stater
7+ years experience as a
child juggler and short-order cook
1,000's of sleep hours lost
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
