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We Help Provide the Clarity You Need Today, For A More Confident Tomorrow.

Jeff Juniper

Jeff Juniper
Founder

ethics.net

MEET OUR FOUNDER

Jeff Juniper is the Founder and Managing Partner of Juniper Wealth Management, LLC which has been helping Business Owners, Professionals & Families with their financial challenges since 1995. Jeff has a passion for his profession that is evident to everyone he meets. He says, “People don’t care how much you know until they know how much you care”.

Jeff is driven by his interactions with the many business owners, executives, professionals, and families who come to him for advice because he’s discovered a disappointing and yet common theme; more often than not, most business owners, executives, professionals, and families don’t have a Proactive & Holistic Financial, Tax & Estate Plan. Most of the time the financial advisor, CPA, and Attorneys never talk to one another. In fact, a recent survey from the American Institute of Certified Public Accountants showed that 76% of CPA’s clients want their CPA to be more proactive.

As a Fiduciary and a licensed series 65 Investment Advisor Representative, Jeff’s main focus is to review each client’s current financial, tax, and estate situation. This includes evaluating a client’s Investments, Tax Efficiency, Business Tax Minimization, and Estate Plan and then educating them on whether they are on track or could make improvements. His objective is to inform, educate, and direct a client to help put them on a path to succeed with confidence

“My greatest satisfaction is when a client tells me that they now have peace of mind knowing they don’t have doubt or feelings of anxiousness about their future. We educate, plan, and execute in the beginning and monitor and make adjustments when the plan is implemented.”

Jeff is a proud father of three successful children with 4 grandsons and 2 granddaughters. He enjoys football, basketball, boating, off-roading, and traveling in his free time.

YOU DESERVE FINANCIAL CONFIDENCE

MEET OUR TEAM

Chad Follett, CPA Tax Planning CPA, MBA in Taxation

Chad Follett, CPA
Tax Planning CPA,
MBA in Taxation

James D’Loughy, Esq.

James D’Loughy, Esq.
Business Planning, Estate Planning, & Asset Protection

Dominique J. Spillmann, CEO

Dominique J. Spillmann, CEO
International Investing & Asset Protection – Zuerich, Switzerland

Stephen Roellin

Stephen Roellin
Financial Planning

Curtis Wells

Curtis Wells
Financial Planning

INVESTMENT MANAGEMENT TEAM

Dean Zayed CEO, JD

Dean Zayed CEO, JD

Mark Diorio, CFA

Mark Diorio, CFA

Alex Bobin, CFA

Alex Bobin, CFA

Matt Lovett, CCO

Matt Lovett, CCO

ADVANCED PLANNING

Kevin Beauchamp

Kevin Beauchamp

Jordan Smith, JD, LLM

Jordan Smith, JD, LLM

Marc R. Schechter

Marc R. Schechter

Aaron Hodari, CFP, CIMA

Aaron Hodari, CFP, CIMA