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Comprehensive Retirement & Wealth Planning Tailored to You

At Juniper Wealth Management, we help guide individuals and families through each stage of retirement with confidence, clarity, and care. Our services are designed to help you build, protect, and transfer your wealth efficiently—while aligning with your goals and values. Whether you’re approaching retirement or already enjoying it, we’re here to help you plan wisely and live fully.

Explore our core service areas below:

Income Planning

Ensure your retirement income lasts as long as you do.

We help you create a reliable, tax-efficient income stream by integrating your Social Security, pensions, annuities, and investments. The result is a sustainable withdrawal strategy you can count on throughout retirement.

Review Your Investment Strategy and Prepare for 2022 Juniper Wealth Management

Investment Planning

Grow and protect your nest egg with purpose.

Our investment strategies are customized to match your risk tolerance, time horizon, and retirement goals. We focus on asset allocation, downside protection, and consistent performance—not speculation.

These 3 Tax Strategies Could Help Your Retirement Strategy Juniper Wealth Management

Tax Planning

Keep more of what you’ve earned.

Smart tax planning is essential in retirement. We work with tax professionals to help you minimize tax liabilities through Roth conversions, withdrawal sequencing, charitable giving strategies, and more.

The Basics of Planning for Healthcare in Retirement Juniper Wealth Management

Long-Term Care Planning

Prepare today so you’re not caught off guard tomorrow.

We help evaluate your options for long-term care coverage, balancing affordability with quality care to protect your assets and preserve your independence.

Healthcare Planning

Make confident Medicare and health coverage decisions.

Healthcare can be one of the biggest expenses in retirement. We assist in estimating costs, understanding Medicare choices, and integrating those expenses into your retirement plan.

How Estate Planning May Help Reduce Future Tax Burdens for Loved Ones Juniper Wealth Management

Legacy Planning

Leave a legacy that reflects your values.

We help you plan how your assets will be distributed, protected, and preserved for future generations—while also reducing probate costs, taxes, and family stress.

Annuities

Protect your principal while generating guaranteed income.

Fixed Indexed Annuities (FIAs) and other annuity options can offer growth potential, income guarantees, and even tax mitigation strategies. We’ll help determine if an annuity fits your plan.

GET OUR FREE BOOK!

The Little Red Book of Retirement: The Basics of Retirement Investing.

Our book is a complete overview of retirement planning that digs deeper than your age or how much money you have in your bank account. It answers a variety of important and often overlooked questions. Have you examined health care costs, long-term care, or longevity? Do you understand how to make the most of your Social Security benefits? This book contains can’t-miss information to help you pursue your goals and plan for the best retirement you can have!