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

Jeff Juniper
The Valley’s Conservative Fiduciary Financial Advisor
MEET OUR FOUNDER
Jeff Juniper is the Founder and Managing Partner of Juniper Wealth Management, LLC. His firm has been assisting individuals, families, and businesses with their financial challenges since 1995. Jeff is passionate about his work, and he believes that it’s essential to show empathy towards clients. He often quotes, “People don’t care how much you know until they know how much you care.”
Through his interactions with various business owners, executives, professionals, and families, Jeff has noticed a common issue. Many of them lack a comprehensive financial, tax, and estate plan. Additionally, their financial advisor, CPA, and attorneys rarely communicate with each other. According to a recent survey by the American Institute of Certified Public Accountants, 76% of CPAs clients desire a more proactive approach from their CPA.
YOU DESERVE FINANCIAL CONFIDENCE
MEET OUR TEAM
OPERATIONS & MARKETING TEAM
INVESTMENT MANAGEMENT PARTNERS

Dean Zayed CEO, JD

Mark Diorio, CFA

Alex Bobin, CFA

Matt Lovett, CCO
ADVANCED PLANNING PARTNERS

Kevin Beauchamp

Jordan Smith, JD, LLM

Marc R. Schechter

Chad Follett, CPA
Tax Planning CPA,
MBA in Taxation

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

Stephen Roellin
Financial Planning

Curtis Wells
Financial Planning