Jeff and his Team honor and abide by the fiduciary standard by putting your interests above all else. The Team at Juniper Wealth Management of Qualified RIA’s, IAR’s CFP’s, CPA’s, CFA, Tax, Estate, Business & Asset Protection Attorneys will help you create a Proactive & Holistic Plan.
After helping hundreds of business owners, executives, and families plan for their futures, we identified the most common concerns impacting the desired outcome. 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 business owners, executives and families have about their ability to retain what they have worked so hard to achieve are totally avoidable and fixable.
At Juniper Wealth Management we have a Team of Qualified RIA’s, IAR’s CFP’s, CPA’s, CFA’s, Tax, Estate, Business & Asset Protection Attorneys. And at Juniper Wealth Management, we’ll help you get there!