At Juniper Wealth Management, we understand that your investment goals are unique, just like you. That’s why we offer comprehensive investment planning services tailored to meet your individual needs. Our conservative investment approach focuses on preserving your wealth while providing steady growth. We identify investment opportunities that align with your specific financial objectives, whether it’s growing your wealth, securing your retirement, or leaving a legacy for your loved ones.

Our team takes the time to understand your financial situation, your risk tolerance, and your long-term goals. We believe that an investment plan should be a living, breathing document that evolves as your life changes. That’s why we offer continuous monitoring and regular reviews of your investment plan to ensure it remains aligned with your changing needs and goals.

“People don’t care how much you know until they know how much you care.”

– Jeff Juniper



Jeff Juniper honors and abides by the fiduciary standard by putting your interests above all else. The team and individual partners of Juniper Wealth Management of Qualified IARs, CFPs, CPAs, CFAs and tax, estate, business, and asset protection attorneys will help you create a proactive and holistic plan.

Jeff Juniper honors and abides by the fiduciary standard to always provide services and guidance in accordance with your best interest. This is particularly critical when it comes to managing your investments as your nest egg, income sources, and the legacy you plan to leave behind are often tied to your investment plan. That’s why we take our responsibility to manage your investments very seriously. We strive to safeguard your wealth and grow it wisely, providing you with peace of mind and financial confidence.

No matter what your situation is, the team and partners at Juniper Wealth Management of Qualified IARs, CFPs, CPAs, CFAs, and tax, estate, business, and asset protection attorneys will help you create a proactive, sturdy, comprehensive plan.

No matter where you are in your retirement journey, Juniper Wealth Management is here to help you:

  • Build your investment portfolio in accordance with your retirement timeline and risk tolerance.
  • Uncover investment opportunities you may not have known of that aim to meet your specific goals.
  • Minimize your lifetime tax burden through smart investing
  • Strategize your investments around your Social Security timeline for an optimal outcome.
  • Structure your investments around your expected and unexpected costs such as long-term care needs.
  • Offer customized investment solutions and programs you can’t get anywhere else that are custom tailored for you.
  • Offer investment guidance that has your legacy and estate planning goals in mind to ensure a smooth wealth transfer process.
  • Provide investment services in lockstep with your wealth preservation goals.


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!