Living in financial chaos is no way to spend your retirement. It creates stress and uncertainty. At Juniper Wealth Management we believe if you truly understood how your retirement plan worked you would have confidence in your financial future. That’s why our mission is to help give you financial confidence by bringing clarity to your financial plan so you can get back to more important things like enjoying your retirement.

After helping hundreds of families plan for retirement, we identified the most common concerns impacting retirees. Our process is designed to strategically address these issues with individualized planning based on each client’s unique goals. We explain every detail of your plan and put it in writing so you’ll always know exactly how your retirement plan works. This was the inspiration behind The Juniper Wealth Management Financial Confidence Through Financial Clarity philosophy. We believe the stress and concerns many retirees have about their ability to remain financially independent are totally avoidable and fixable.

Retirement shouldn’t be spent worrying about whether your money is going to last. It’s supposed to be your time, focused on you and doing the things you enjoy with the people you love. And at Juniper Wealth Management, we’ll help you get there!


As Featured In:


Juniper Wealth Management wants to help you reach your dream destination. Our 6-step process, The Roadmap to Financial Confidence, is designed to help pave the way for you to get there! This exclusive process ensures that we understand your unique financial needs and can create a clear roadmap to help you pursue  your retirement goals.

Are you ready for true Financial Confidence?
Juniper Wealth Management can help you get there!

The Little Red Book of Retirement Series

Get on the path to financial clarity and confidence by reading our The Little Red Book of Retirement Series! When most people think about retirement, they may simply think of an age or an amount of money to retire with but that’s only half the picture. The Little Red Book of Retirement Series aims to help you address important questions that pertain to your retirement planning needs to help you gain clarity and get closer to reaching your goals now and in retirement. Download your free digital copy here to get started!