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CALIFORNIA OFFICE LOCATION:

19100 Von Karman Ave.
Suite 1020
Irvine, CA 92612

Direct CA Phone: (949) 497-1199
FAX: (949) 315-3147
Click To Email

FLORIDA OFFICE LOCATIONS:

2925 PGA Boulevard
Suite 204
Palm Beach Gardens, FL 33410

5550 Glades Rd.
Suite 500
Boca Raton, FL 33431

915 Middle River Drive
Suite 600
Fort Lauderdale, FL 33304

1415 Panther Lane
Naples, FL 34109

Direct FL Phone: (954) 815-2961

Disclosure: Investment Advisory Services offered through Retirement Wealth Advisors, LLC (RWA), an SEC Registered Investment Advisor. Juniper Wealth Management, CPA Joint Venture and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Juniper Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

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It may have been a while since we’ve seen you in person, but we want to let you know that our offices are now open for in-person appointments. We are adhering to the state guidelines and are maintaining best-practices of cleanliness and social distancing in our offices. And as such we are only available for pre-scheduled meetings at this time but are making every effort to get everyone scheduled as quickly as possible.

If you are coming into the office, we ask that you follow these guidelines:

  • If you are not feeling well, have a temperature, cough, or other symptoms in the last 14 days we ask that you please reschedule
  • Please wait for your designated appointment time before entering the building
  • Observe social distancing of 6 feet
  • Masks are available, but they are not mandatory unless required by local health guidelines
  • Masks are available, but they are no

For your safety and convenience, we can also schedule a video conference or traditional call for those business requests that may not require and in office visit.

Our goal is to do everything we can to create a safe environment to protect both your financial and physical health. We want you to feel comfortable in knowing that we are taking every recommended precaution with your well-being in mind.

We look forward to seeing you soon!

Your Friends,

Jeff Juniper and the Juniper Wealth Management Team